White Oaks Investment Management provides investment management services to private funds. They use a strategic core and satellite asset allocation approach, seeking undervalued assets and overlooked sectors. White Oaks relies on historical data and third-party research to inform their investment decisions. They may use investment tools such as margin, option writing, and structured products. White Oaks also manages accounts for clients that invest in the same or similar securities.
Fee Structure
White Oaks Investment Management manages investments for private funds. The fees are determined in the offering memorandum for each fund. Clients may pay a management fee and a performance-based fee based on realized and unrealized profits, using a "High Water Mark" calculation. Sub-advisors may also charge performance-based fees.