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.
HOW TO START A HEDGE FUND
PODCAST
Available to download through iTunes, Spotify, Podbean, or however you listen to Podcasts, or listen direct by click below
Interested in seeing what it takes to go from nothing to creating a Hedge Fund, then subscribe to our monthly Podcast Series where we attempt to do just that.
HOW TO START A HEDGE FUND
PODCAST
WILLOW OAK
PARTNERSHIP
Interested in finding out more, either get in contact with us or click below to see how Willow Oak Advisory could collaborate with you.
PARTNERSHIP
PROGRAM
Part of Willow Oak Advisory's success has been from the partnerships it has formed over the years. Could you be the next one?
If you wish to be kept up-to-date with what Willow Oak is doing, simply fill in the form and you will be added to our monthly update email.
STAY
CONNECTED
WILLOW OAK
FOUNDATION
From local charities to international aid organisations, each year Willow Oak Advisory does its small bit to help make the world a better place.
Here at Willow Oak Advisory, we believe we have a duty to help the world around us. This is why as a business, each year we donate a portion of our net profits to causes we believe are worthy.