AdobeStock_300257228.jpeg

ABOUT

WILLOW OAK

Willow Oak Advisory is the culmination of over a decade of trading and strategy development, bringing together years of experience focusing on Trend Following and Seasonal trading.

Willow Oak Advisory was founded on the principle of using mathematics and quantitative reasoning to help uncover market inefficiencies and to forecast the probability distribution of future outcomes. Once an observable and quantifiable market phenomenon has been identified, we look to develop and execute strategies which can exploit this and generate Alpha.

​

Founded in 2013 by CEO Kemble V. Nagan, Willow Oak has focused its approach towards trend following and seasonal investing. Willow Oak Advisory’s long-term goals are geared around being impactive where it can, both environmentally and socially.

LEADERSHIP

KEMBLE V. NAGAN

CHIEF EXECUTIVE OFFICER

Kemble’s investment background lies heavily in the commodity and currency space, having traded these instruments for over a decade. Having learnt from the failures of both himself and others, and wanting to move away form the short term, actively trading approach, and spent over two years developing the Ubique fund and the strategies contained therein.

​

The net result is a product which is geared towards long term wealth creation using proven methodologies and controlled risk management.

TIMOTHY F. JONES

CHIEF INVESTMENT OFFICER

Tim's background and expertise lies in mathematics, and in particular predictive modelling. Having spent many years working in academia, Tim began to apply these models to the currency markets.

 

Since then, he has gone on to design and implement multiple quantitatively driven strategies as well as implementing a range of quant metrics to help better remove psychological influences from risk management profiles.

Investment Philosophy

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. We are proud of both the excellent returns and controlled risk management our fund has demonstrated through our rigorous testing. Perfection is a moving target which is never fully realised, and we are always assessing and looking at ways to improve our process to ensure we are operating at maximum efficiency. Our approach to fund management differs somewhat from the main, as we believe the traditional model is not only outdated, but is obsolete for todays market mechanics and demands from investors. As such, we have turned the tables to give the investor more control, from how we generate our fee’s to the liquidity and availability of funds and redemptions.



Our Vision

Our vision for success includes a working relationship between the fund manager and the investor. We feel it is important that investors share our long-term goals and can understand the decision making process we go through. As such, we do not believe in the ‘black box’ principle of how we come to the decisions we do, but rather explain our process so everyone is on the same page. The net result of this, is a partnership between the two entities which allows for growth and expansion of ideas and understanding. We want our investors to join us on this journey as we look to expand into new areas.



WILLOW OAK

FOUNDATION

As an organisation which is 100% capitalist by its very nature, we feel it is important to support and give back to the world around us, to keep us grounded and to appreciate the world we live in. Each year we select a charity, where 10% of our net profits will be donated to along with any fund raising activities we may endeavour upon.

 

Over the years we have supported charities all over the globe from India to Portugal, usually with some connection to the company or its employees and partners and we look forward to being able to grow this foundation further over the coming years. 

HOW TO START A HEDGEFUND

PODCAST

podcast_cover.png

Each month, we record an episode of our Podcast as we attempt to create an Investment Fund from scratch. We articulate the trials and tribulations, successes and failures as we document the journey from inception onwards.

​

In addition, we answer listener questions about the fund, us, and investing in general. You can download and listen to the podcast on iTunes, Spotify, or wherever you get your podcasts, and can be streamed directly using the link below.

WILLOW OAK ADVISORY

TIMELINE

63/66 Hatton Garden

Fifth Floor, Suite 23

London

EC1N 8LE

United Kingdom

+44 (0) 203 633 6961

  • LinkedIn - White Circle
  • Twitter - White Circle
  • Facebook - White Circle

​This website should not be regarded as an offer or solicitation to conduct investment business. Past performance of investments is not necessarily indicative of future performance. The value of investments may fall as well as rise and the income from investments may fluctuate and is not guaranteed. Clients may not recover the amount invested. The investments mentioned on this website are not suitable for all types of investors. Investment advice should always be sought from a qualified investment adviser before any investment is made.
​
Trading and investing can be a challenging and potentially profitable opportunity for investors. However, before deciding to participate in the market, you should carefully consider your investment objectives, level of experience, and risk appetite. Most importantly, do not invest money you cannot afford to lose.


There is considerable exposure to risk in any investment transaction. Any transaction involving securities involves risks including, but not limited to, the potential for changing political and/or economic conditions that may substantially affect the price or liquidity of a currency. Investments in speculation may also be susceptible to sharp rises and falls as the relevant market values fluctuate. The leveraged possibility of trading means that any market movement will have an equally proportional effect on your deposited funds. This may work against you as well as for you. Not only may investors get back less than they invested, but in the case of higher risk strategies, investors may lose the entirety of their investment. It is for this reason that when speculating in markets it is advisable to use only risk capital.
 

© Copyright 2021 Willow Oak Advisory. All Rights Reserved