Our Four Core Investment Strategies
At 3 Oaks Partners, we offer four distinctive strategies designed to meet the diverse financial needs of our clients. Each strategy is tailored to align with specific goals, risk tolerances, and investment horizons. Whether you seek high-growth opportunities, reliable income, or to capitalize on market cycles, we provide active management that adjusts to your financial needs.
Secular Growth
Focus:
Long-term growth driven by technological advancements, demographic shifts, and global economic changes.
Key Features:
High Conviction
Focuses on a concentrated portfolio of companies positioned for long-term success.
Sectors
Primarily invested in leaders and innovators in the technology healthcare and communication sectors
Risk
Tolerates short-term volatility for strong long-term growth.
Why Choose Secular Growth?
Exposure to leaders in sectors expected to lead the market in current or expected macro phases of the economic cycle.
Active management to capture emerging trends.
Dividend Growth
Focus:
Dividend-paying stocks offering steady income and capital appreciation.
Key Features:
Reliable Income
Focused on consistent dividend growth companies with proven business models
Sectors
Broadly diversified across many sectors
Stability
Lower volatility and downside protection during downturns.
Why Choose Dividend Growth?
Consistent income through growing dividends.
Ideal for income-focused investors seeking reliable returns.
Cyclical Growth
Focus:
Investing in sectors poised to outperform during the current or expected next economic cycle phases.
Key Features:
Economic Cycle Focus
Tactical sector allocation to current and next phase leaders.
Risk
Higher volatility but strong growth potential during economic upturns.
Active Management
Adjustments based on market cycles to optimize returns.
Why Choose Cyclical Growth?
Capitalize on economic recoveries and expansion phases.
Suitable for investors who can tolerate volatility for higher growth during market cycles.
Crypto $
Focus:
Investments in cryptocurrencies and blockchain technologies.
Key Features:
Digital Assets
Invests in leading cryptocurrencies like Bitcoin and Ethereum.
High Volatility
Significant upside potential but with higher market fluctuations.
Diversification
Exposure to emerging DeFi projects and blockchain solutions.
Why Choose Crypto $?
Access to one of the most dynamic markets with strong growth potential.
Diversified exposure to blockchain technology and decentralized finance (DeFi).
How Our Strategies Work Together
While each strategy is tailored for specific goals, we often recommend combining strategies for a balanced portfolio that adapts to market conditions and changes in your financial goals. By leveraging the strengths of multiple strategies, we provide an approach that aligns with both short-term and long-term objectives.
Why Choose Our Investment Strategies?
Active
Management
We don’t just track the market; we actively manage and adapt your portfolio to shifting conditions.
Tailored
Approach
Each strategy is designed to meet your specific financial needs, risk tolerance, and investment horizon.
Proven
Results
Our strategies have consistently outperformed market benchmarks, providing superior risk-adjusted returns.
Comprehensive
Diversification
We offer diversified exposure to various sectors and asset classes, minimizing risk while maximizing growth.
Performance Comparison to S&P 500
Curious about how our strategies compare to the S&P 500? Click below to explore a detailed comparison of the performance of each strategy against the S&P 500 over the past 1, 3, and 5 years.
