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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.

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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.

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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.

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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.

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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

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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?

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

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

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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.