Investment Philosophy

Here at Oak Stone Limited, our principal goal is the protection and enhancement of our clients’ wealth over the fullness of time.

Oak Stone Limited’s approach to risk is designed to minimize losses while, at the same time, raising the probability of excellent returns.

This relies on having an intimate understanding of characteristics that constitute true value based on what a business or an asset is worth.

Markets and specific investments are approached opportunistically. For the most part, this typically requires us to be ahead of the curve and to identify a developing trend that has not yet garnered the interest of the broader market.

Oak Stone Limited investment procedure starts with a team-driven evaluation of the broader macroeconomic landscape. This is essential to the identification of the main sectors and the determination of wider underpricing or overpricing of their potential. Top-down analysis of this nature carries broad implications for our own evaluation of the market and for strategic asset allocation, industry concentrations and security choice.

Upon definition of the investment framework, we continuously monitor and recalibrate to ensure that we remain on our predicted path. Finally, the investment team identifies the most likely alternative outcomes to our predictions and postulates contingency plans should they become manifest.

Notwithstanding the limitations stipulated within your overall strategic asset allocation, we modify our asset blend between equities, commodities, fixed income and cash to reflect our prevailing views of the comparative risk/reward trade-off between owning each asset class.

As you would expect, this tactical asset allocation is continuously monitored and fine-tuned to make sure that all asset allocations mirror our current views on risk versus reward. Whilst Oak Stone Limited tactical asset allocation is but one step in our investment procedures, it represents an important aspect that is critical to the achievement of our two main objectives; capital preservation and long-term capital appreciation.

Regardless of what you may have read or heard, all investments carry an element of risk. Even the ordinary, everyday cash deposit at your clearing bank is exposed to risk even though, compared to investing in the stock market, it may be minimal. That said, less than a decade ago, the great financial crisis showed the world that even the biggest banks and depositors cash is not safe.