Alternative Investments
in American Credit


Portfolio Management

One Oak's portfolio management team draws upon our credit and interest rate expertise as well as independent professionals.

  • Find market dislocation
  • Challenge credit preconceptions
  • Screen for rating and outlook, sector, geography, maturity, and headline risk
  • Require strong covenants, security liens, and continuing disclosure
HOW DOES OAK CAPITAL MANAGEMENT GAIN INSIGHT?

Information infrastructure

In our mission to deliver an attractive return for our clients on a long-term basis, we combine experience, research, and technology.

Experience

Backed by years of experience, honed discernment supports our ability to challenge credit preconceptions and isolate drivers of performance. Our long-standing institutional relationships provide us access to quality bonds.

Research

Robust research drives our investment decisions on security selection. We drill down to the underlying fundamentals, including ratios, covenants, liens, core financials, and footnotes.

Technology

Sophisticated analytical tools provide a framework for us to identify price anomalies and find market dislocations. Our data sources, algorithms, and filters provide intelligence on macro economics as well as sector, geography, maturity, and rating characteristics.