Queens Oak manages a Concentrated Large Cap Value strategy for investors on a stand alone basis. We provide portfolio management services to high net worth individuals, family offices, corporations, charitable institutions, endowments, foundations, Taft-Hartley, and sub-advisory relationships.
We have demonstrated a long history of innovation and exceptional results in value investing.
We believe a bottom-up combination of fundamental research and quantitative modeling with disciplined concentrated portfolio construction provides the best opportunity for investment success.
Our Concentrated Large Cap Value strategy seek returns greater than the benchmark by investing in large cap companies utilizing a “bottom-up” approach to security selection through screening and fundamental research.
Additional product information is available upon request.