WILLOW OAK
ADVISORY
Willow Oak Advisory and the Ubique Fund specialise in trend following and seasonal investment strategies. Established in 2013 as a private fund before going public in 2015, its mission was simple – To outperform all market benchmarks using a systematic, quantitatively driven approach which can mitigate psychological and other unstable, short term influences.
THE PILLARS
OF SUCCESS
Willow Oak Advisory and the Ubique Fund is the bringing together of three important philosophies which together offer a solid long term investment plan.
BEAUTY
STRATEGY
If you can't explain it simply, you don't understand it well enough.
Albert Einstein
The strategies which make up the portfolio are built upon time proven methodologies which are stripped of complexity and over engineering resulting in a long term, robust approach across a range of assets and instruments.
WISDOM
RISK MANAGEMENT
All of life is the management of risk, not its elimination.
Walter Wriston
Correct risk management is at the core of any investment strategy. Strong risk management can turn a fair strategy into a great one. Managing exposure and reward is more important than the strategy itself and which we invest heavily in.
STRENGTH
PSYCHOLOGY
Whether you think you can, or think you cannot, you’re right
Henry Ford
Even with a great strategy and correct money management, the human element can still undo all that good work. This is why we look to mechanise and automate as many processes as possible, as to cut out the psychological factor.
RECOMMENDED READING
Interested in learning more about how technical analysis works, or how to build and test systematic strategies? At request, we have put together a non-exhaustive list of books which we feel cuts through the noise and gives genuine insight into how the markets operate.
LATEST
NEWS
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