Firm at a Glance
FIRM TYPE
Asset Manager
LOCATION
New York, NY
FOUNDED
2016
AUM
Under $100m
SECTOR
Financial ServicesTransportationTelecomMedia and CableHotel and LeisureFood and BeverageConsumer ProductsTechnology
FOCUS
Equities
STRATEGY
ValueInternationalDomesticGrowth
PRODUCT FOCUS
Hedge Fund
Overview

At Willow Oak Asset Management our strategy is to partner with talented investors who are passionate about long-term value creation. Strength, endurance, and permanency are the values which support the Willow Oak platform.

The funds on the Willow Oak platform are independently run by unique fund managers who uncover uncommon opportunities, and who share a commitment to investing for the long-term utilizing a value-oriented investing framework.

Willow Oak’s Fund Management Services (FMS) team offers a flexible range of services and resources to its affiliated funds and their managers. Each fund’s marketing, administration, compliance and back office needs can be handled by the Willow Oak FMS team, ensuring portfolio managers stay focused on the activities that will drive superior returns for investors.