Structured Global Equity Strategies
The US financial market’s mortgage-driven crisis left no region of the world untouched. In both the developed and emerg-ing economies of Europe and Asia, stock markets fell dramatically, experiencing their worst quarter in years. Foreign shares, which had outperformed US stocks consistently since 2002, reversed course and lagged the US market. The relatively milder drop by US stocks provided a cushion for our portfolios, which consist of a balanced global exposure to 40 different economies and includes a range of 50 - 70% US-market exposure. Our broadly diversified approach also captured gains in smaller markets like Taiwan and Mexico. U.S. real estate was the best performing asset class in the first quarter; emerging markets was the worst.
Oakwood Conservative
Global Equity
- Balance of value and growth
as well as large, medium and small capitalization stocks
- Suitable for investors
seeking income and long term capital appreciation
Oakwood Moderate
Global Equity
- Has an increased bias towards
value by using multiple asset classes and greater emphasis on smaller
capitalization stocks than the conservative strategy
- Suitable for investors seeking above average returns through long term capital appreciation
Oakwood Aggressive
Global Equity
- Has a higher component
of non-US companies, as well as a greater value tilt and emphasis on
smaller capitalization stocks than the moderate strategy
- Suitable for investors with a higher tolerance for risk seeking higher returns through long term capital appreciation
