Welcome to
Oakbrook Capital
020-3797-6483

It's not just about the numbers, we know what your money needs

Services


STRUCTURE

Track anomalies and maximize life of asset.

PROCUREMENT

Optimize procurement process to reduce cost and enable eCommerce.

MAINTENANCE

Drive efficiency, reduce downtime and lower cost of maintenance.

EXIT

Helping clients and investors trade out of stagnant alternative assets.

About


About
Bringing  together the specialist areas of expert investment management and  holistic financial advice to provide you with a robust and personalised strategy for achieving your financial objectives.

  • Take advantage of the expertise and insights of a leading Wealth Manager with our integrated Wealth Management solution.
 
  • Your  financial planner will offer specialist advice in a range of areas,  developing a robust plan to help secure your financial future.

  • Your investment manager will manage your money in an investment portfolio tailored to suit your requirements.

WHY CHOOSE US


Idiosyncratic  opportunities are rising in an increasingly late-cycle market exhibiting rising dispersion and periodic bouts of volatility. Such a backdrop requires a dedicated portfolio approach and asset class flexibility to exploit the opportunity set, navigate market stress and  deliver uncorrelated returns.
Most hedge funds are set up to target double-digit returns, which they need to justify high fees. But few consistently achieve performance targets and often take significant credit, leverage and/or liquidity risks trying to achieve performance goals.

And we believe there is a fundamental flaw in many credit funds’ model: Only being able to short credit (and not equities) means most funds are not maximising the opportunity set at many points in the economic and credit cycles.
A mid-to-high single-digit return target is realistic and right for investors in our Credit Events Fund. We believe this is achievable and sustainable with a concentrated but balanced risk approach. Meanwhile,  our fees are competitive.
We utilise a real-time quantitative flagging tool – the Oakbrook Capital flags platform as part of our investment process. Oakbrook Capital model equity, credit and fixed income asset classes  (both cash and derivative) – we believe this is rare in the UCITS  market. Oakbrook Capital turns data into potential opportunities  for the Oakbrook Capital team who focus on a current defined  universe of 600 corporate and financial event names that have been  historically tracked, often invested and analysed.

Our Investment Team conducts the fundamental analysis of each idea to provide the qualitative rigor and insight that deepens our conviction in each investment.
Once  we have identified an opportunity and analysed it thoroughly, we consider how best to implement it by choosing our preferred investment instrument. Our primary focus is on credit. But our remit is flexible,  so whether we are investing in the long or short side, we can use high  yield bonds, financials, CDS or equities to achieve our objectives.

INCENTIVE


THE OPPORTUNITY

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WHAT WE OFFER

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OUR EDGE

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Contact


  • 8 St James's Square, St. James's, London SW1Y 4JU, United Kingdom


Registered  in England and Wales, no.09752762, with a registered  office at 1 Bartholomew Lane, London, EC2N 2AX  Copyright ©  2019 Oakbrook Capital - All Rights Reserved. | Privacy Policy | T&Cs.