Welcome to 1 Oak Financial Group

1OAK was founded in 2009 by a team of former investment bankers and hedge fund managers. 1OAK manages three public funds for Institutional and High Net worth Investors. Our focus is on liquidity, transparency and safety. We ensure this via maintaining all our funds on daily liquid managed accounts with international investment banks.

1OAK Capital is authorised and regulated by the Financial Conduct Authority in the UK (FCA Ref: 501453)

PLEASE READ THIS IMPORTANT INFORMATION BEFORE NAVIGATING THE WEBSITE

 

 

1 Oak - Three Pillars

LIQUIDITY

We trade our strategies through Deutsche Bank Select Managed Account  investing only in liquid securities. As a consequence we can provide daily liquidity, an important advantage when compared with the majority of our peer group.


TRANSPARENCY

We provide daily transparency to our investors should they require it. A simple log-in or daily automated email report from the Deutsche Bank  to our investors contains all pertinent details of their investments. In addition one of our team will be available to discuss any particular questions. Monthly tear-sheets are published on all our strategies giving both a commentary, performance and  detailed investment ratios.


SAFETY

Managed accounts mean we do not have ownership over investors’ assets, these remain at all times the legal property of the investors. We also insist our managed account provider place a continuous stop-loss on all our portfolios, this ensures our investors  are largely immunised from the unwanted effects of  extreme market dislocations.





 

 

1 Oak Group Business Model

 

 

 

Business Lines

Single Strategy Managed Accounts

We currently manage publicly three distinct strategies on the Deutsche Bank Select Managed Account Platform investing only in liquid securities.


Multi-Manager & Tailored Investment Strategies

We provide daily transparency to our investors should they require it. A simple log-in or daily automated email report from the Deutsche Bank  to our investors contains all pertinent details of their investments. In addition one of our team will be available to discuss any particular questions. Monthly tear-sheets are published on all our strategies giving both a commentary, performance and  detailed investment ratios.

A distinct advantage in being on the Deutsche Bank Select Managed Account Platform is that we can use Deutsche Bank’s balance sheet and product structuring ability to design more tailored products for our investor base. These could be on our own funds or an index of funds designed by us to meet a particular investment objective. These structures could range from a simple warrant on one of our strategies to a more complex capital guaranteed note with an embedded  managed C.P.P.I. option on a multi-manager underlying Index.

 

 

 

Our Investment Offering

1. Single Manager Funds

We currently manage 3 public funds on the Deutsche Bank Select Managed Account Platform:


Product Summary
ACORN


The 1 OAK ACORN Strategy is a systematic, market-neutral commodity strategy unique in the commodity investment sector. ACORN employs trading strategies that exploit mismatches in inter- and intra-commodity relationships that persistently arise and may be profited from in a systematic manner. ACORN is a blend of multiple persistent and uncorrelated alpha. Risk and positions are continuously monitored in real-time, in particular to target zero beta and to target specified medium-term volatilities (currently set at 6-8%).

LAB


The 1OAK LAB (Liquid Alternative Beta) Strategy aims to replicate the returns of HFRX's Global hedge fund index in a systematic manner whilst targeting correlation of greater than 80%. Liquid risk factors are identified, analysed and combined so that an optimised portfolio is created which closely mirrors the returns of the whole hedge fund industry (alternative beta). Unlike the HFRX Index, the 1OAK LAB Strategy also targets a volatility range of 6% - 8% which during historical simulations has resulted in higher returns during periods of hedge fund underperformance.

We use a proprietary combination of replication methodology, regression analysis and noise filtering to enhance replication sustainability while employing sophisticated execution techniques to minimise slippage. We believe we compare extremely favourably with other benchmark providers in the market. 1OAK LAB allows investors to access hedge fund industry absolute returns in an efficient way removing the manager selection problem and single manager idiosyncratic risk.

GI MACRO


1OAK GI MACRO Strategy is cross-asset and multi-sector. It trades across various time frames ranging from intra-day to several weeks. Strategies employed include momentum, carry, sentiment, curve trades, pattern recognition, reversion, demand and supply and volatility arbitrage. GI MACRO differs from typical CTA funds in this approach and will add alpha when added to a blend of them. The 1OAK GI MACRO portfolio construction team builds and combines models using scientific analysis and sound economic reasoning and thus derive alpha from a great number of uncorrelated sources. This gives GI MACRO a more robust and diverse source of returns and a low correlation to the general CTA sector.

Since inception in February 2012, the strategy blend has outperformed the general CTA sector whilst showing very low correlation. The strategy blend originally had a target volatility of 6% - 8% but as confidence in the mix has grown, GI MACRO now targets 8% - 10% volatility.



2. Multi-Manager Products

We provide multi-manager products based on our quantitative expertise combined with our in-depth knowledge of other managers and the alternative investment industry. In addition, we have the ability to work with Investment Banks to create bespoke investments, both in terms of payoff, exposure and legal structure.

 

 

 

1 Oak Strategic Positioning and Value Proposition

1OAK BENEFITS VS ETFs & LONG ONLY ASSET MANAGERS

— Uncorrelated daily liquid returns to traditional ETFs / Mutual long only funds

— Daily absolute returns and not total returns

— Superior risk-adjust returns compared to traditional ETFs / Mutual long only funds (higher returns for same amount of risk)

— Constant risk and volatility control. 1OAK liquid strategies are not exposed to volatility market cyclicality (constant volatility)


 

 

 

Client Enquiries

For more information please call 020 7016 7979 or email mh@1oakgroup.com.

 

PLEASE ENSURE YOU HAVE READ THIS IMPORTANT INFORMATION BEFORE NAVIGATING THE WEBSITE

 

1 Oak Capital Ltd © 2014. Authorised and Regulated by the Financial Conduct Authority.
Registered in England and Wales Company Number: 6890293.