Willow Oak Advisory are specialists in trend following and seasonal trading. Established in 2013 as a private portfolio before going public in 2015, its mission was simple – To beat all market benchmarks using a systematic, quantitatively driven approach which doesn't bear undue risk to the portfolio.
Willow Oak Advisory and the Ubique Portfolio are built upon three distinct pillars which together offer a solid long term investment plan.
If you can't explain it simply, you don't understand it well enough.
The strategies which make up the portfolio are built upon elegant, time proven methodologies which are stripped of complexity and over engineering resulting in a long term, trend following approach across a range of assets and instruments.
All of life is the management of risk, not its elimination.
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.
Whether you think you can, or think you cannot, you’re right
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.
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 crap and gives genuine insight into how the markets operate.
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.