Our Four Core Investment Strategies
At 3 Oaks Partners, we offer four core proprietary investment strategies—each designed to stand on its own or complement your existing portfolio.
Rooted in proven, time-tested methodologies, each strategy has historically outperformed over a full market cycle—though they may lead at different points along the way.
Most often, these strategies are thoughtfully blended to create a customized mix aligned with your goals for growth, income, and risk tolerance. Whether you’re building long-term wealth, seeking reliable income, or aiming to balance upside potential with downside protection, our actively managed portfolios are designed to adapt as your needs and market conditions evolve.
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.
Digital Assets
Focus: Investments in cryptocurrencies and blockchain technologies.
Key Features:
Digital Assets
Invests in leading cryptocurrencies such as Bitcoin and Ethereum.
High Volatility
Significant upside potential but with higher market fluctuations.
Diversification
Exposure to emerging DeFi projects and blockchain solutions.
Why Choose Digital Assets?
Access to one of the most dynamic markets with strong growth potential.
Diversified exposure to blockchain technology and decentralized finance (DeFi).
Access to Emerging Alts Strategies
Beyond our core strategies, 3 Oaks Partners offers accredited investors access to select alternative investments and private syndications, ranging from private equity, hedge funds, and real estate (commercial, single, and multi-family) to non-correlated assets such as litigation finance, film production, advanced crypto, fintech, and AI-driven strategies.
Through our membership in a consortium of emerging fund managers (including Black Card and FundLaunch), we gain early access to innovative deal flow and collaborate on best practices in fund structuring, taxation, and risk management.
These opportunities can offer compelling return potential, portfolio diversification, and tax advantages. They are not suitable for all investors and often involve elevated risk, limited liquidity, and multi-year commitments. Offerings are available only to accredited investors and require careful due diligence. Please consult your legal and tax advisors before investing.
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.
