At Oakwood Global Partners, we understand that every investor has unique financial goals and risk tolerance. Our investment portfolios are carefully crafted to meet your individual needs and aspirations.
Oakwood Investment strategies are highly bespoke and driven entirely by the clients end financial objectives. The below principles are key to the portfolio construction which offers risk adjusted returns and diversification.
With total portfolio management, Oakwood Global Partners manages a range of strategies to seek optimal outcomes for an investor’s unique risk and liquidity profile.
With select strategies, Oakwood Global Partners manages a portion of the investor’s portfolio.
Involves a hands-on approach where managers make specific investment decisions to outperform market indices. This strategy relies on research, analysis, and market timing.
Focuses on identifying undervalued investment opportunities that have strong fundamentals. Investors seek to buy low and hold until the market recognizes the true value.
Targets companies expected to grow at an above-average rate. This strategy often involves higher risk but offers potential for substantial returns.
Prioritizes investments that provide regular income, such as dividends or interest payments. Common vehicles include bonds, dividend-paying stocks, and real estate.
Involves diversifying investments across various asset classes (stocks, bonds, cash) to balance risk and return according to an investor’s goals and risk tolerance.
Involves investing directly in private companies or buying out public companies to take them private, aiming to enhance their value over time through operational improvements and strategic guidance.
Investors purchase, develop, or manage properties to generate income and capital appreciation. This includes direct ownership, real estate investment trusts (REITs), and real estate crowdfunding.
Application of technology & innovation to the real estate industry. Proptech includes solutions like online property marketplaces, smart building technologies, property management software, virtual reality for property viewing, & data analytics for market insights.
Investing in physical assets such as transportation, utilities, and renewable energy projects, which often provide stable cash flows and long-term value.
Focuses on investing in early-stage companies with high growth potential, often in technology or innovative sectors.
Oakwood Global Partners is not authorized to market or sell any of its funds or services to individuals or entities located in the United Kingdom or any member state of the European Economic Area (EEA). The information provided on this website is intended solely for informational purposes and does not constitute a financial promotion or investment advice.
Any references to “assets under management” are based on the net asset value plus uncalled capital commitments of all Oakwood Global Partners funds and accounts as of a recent date. These figures are approximate, unaudited, and subject to change.