One Oak Capital Management | Fixed Income Focus
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Firm Overview

One Oak is an investment management firm with a focus on preserving and enhancing investors’ assets.  We manage investments for institutions, financial advisors and individuals. Our commitment to our clients, deep investment acumen and proven expertise in delivering innovative fixed income solutions provide a framework for exceptional investment stewardship.  We continue to evolve as an innovator of fixed investment solutions with a singular mission of serving you, our client.

Strategy Overview

The One Oak flagship strategy, Alpha Opportunities, offers a distinct opportunity to capture alpha from opportunities in the US investment grade corporate bond and municipal marketplace.  We seek to take advantage of pricing anomalies that exist in the credit markets using a relative value approach. Opportunities are incorporated into the portfolio within a highly disciplined risk management framework, offsetting credit and interest rate exposure within the context of the opportunities available.

Investment Philosophy

One Oak’s Alpha Opportunities strategy is built on the premise that active exploitation of the transitory deviation of price movements within the investment grade corporate bond and municipal market offers an opportunity to generate attractive risk adjusted returns over the intermediate to long term. Our experience suggests that a properly constructed portfolio can generate these attractive returns while mitigating credit risk and avoiding interest rate risk. The primary targeted return source is the spread between paired long and short positions in investment grade corporate bonds and Treasury securities.