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| [4th Qtr '07 Articles][Newsletters] | ||||
Structured Global Equity Strategies |
1/10/08 | |||
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World stock markets extended their winning streak in 2007, outperforming the US for the fifth year in a row thanks to respectable gains in emerging markets and a weakening dollar. Global equity markets ended the year 2007 in positive territory, with the exception of small capitalization stocks, and the real estate sector. Both in the US and internationally, growth stocks outperformed value stocks. Industrials, energy and technology were the best performing sectors in the US, with consumer services and financial services being the laggards. International mid-cap growth stocks and real estate were, respectively, the best and worst performing asset classes for the fourth quarter.
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Oakwood Conservative
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The Conservative Global Equity strategy posted a positive return for the year 2007. Its reduced exposure to smaller capitalization companies and its increased bias to US large capitalization companies aided its return. This strategy also benefited from its allocation to emerging international markets. | ||
Oakwood Moderate
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The Moderate Global Equity strategy had a positive return for the year 2007. Its exposure to emerging international markets enhanced the return. Its increased bias to smaller capitalization and international real estate diminished returns. | ||
Oakwood Aggressive
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The Aggressive Global Equity strategy had a positive return for the year 2007. The increased exposure to emerging international markets helped returns. The strategys increased bias toward small capitalization, both on the domestic and international side, as well as international real estate, diminished returns. | ||
What Helped Strategies for the Quarter:
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What Hurt Strategies for the Quarter:
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