Investment Strategy
Our Investment Philosophy
Oakhaven Capital is an agile, research-focused, client-centric fixed income manager with an active approach to disciplined risk management. By assigning probabilities to scenario outcomes, we construct highly diversified portfolios that return superior diversified income stream.
Our Investment Process
Oakhaven’s investment approach, rooted in independent market research, fosters agile strategic decision-making and implementation to mitigate downside risk, ensuring capital protection and favourable returns. Our flagship offering, the Fixed Income Hedge Fund, garnered significant investor interest, leading to a demand for additional Fixed Income solutions.
We are a macro top down house and construct our portfolios using the following 5 overlays:
STRUCTURAL
Macro Outlook
RELATIVE VALUE
Opportunities
DATA DRIVEN
Opportunities
MICRO ECONOMIC
Short-term micro-economic outlook
TACTICAL
Opportunistic market investment allocation
We strongly believe in backing our investment decisions on macro views. Using scenario analysis, we construct diversified portfolios that always reflect our consolidated investment view. Our active approach incorporates disciplined risk management.