Our Commitment to Transparency and Performance
At 3 Oaks Partners, we pride ourselves on delivering superior, risk-adjusted returns through actively managed investment strategies. We understand that performance is key to building trust, and we are committed to transparency and honesty in reporting the outcomes of our strategies. This page provides detailed insights into how our Secular Growth, Dividend Growth, Cyclical Growth, and Crypto$ strategies have performed relative to industry benchmarks, such as the S&P 500.
Performance Overview by Strategy
1. Secular Growth Strategy
Focus: Long-term growth driven by technological advancements, demographic shifts, and global economic transformations.
The Secular Growth strategy targets high-growth industries like technology, healthcare, and clean energy. Our concentrated, high-conviction portfolio has consistently outperformed the S&P 500, demonstrating the strength of our long-term approach.
Secular Growth outperformed the S&P 500 in 2024, with a 49.5% return, driven by investments in high-growth sectors like technology and clean energy.
2. Dividend Growth Strategy
Focus: Income generation and capital appreciation through high-quality dividend-paying stocks.
The Dividend Growth strategy is designed for investors seeking reliable income through consistent dividend growth, offering stability and downside protection during market downturns.
Dividend Growth continues to deliver consistent returns, providing both reliable income and strong capital appreciation, closely aligned with the S&P 500.
3. Cyclical Growth Strategy
Focus: Capitalizing on economic cycles and sector opportunities.
The Cyclical Growth strategy targets sectors that perform well during periods of economic recovery and expansion, providing tactical exposure to industries like consumer discretionary, energy, and materials.
While Cyclical Growth has outperformed the S&P 500 over the 5-year period, the strategy is more exposed to economic cycles, with performance reflecting market cycles and sector performance.
4. Crypto$ Strategy
Focus: High-growth opportunities in cryptocurrencies and blockchain technologies.
The Crypto$ strategy targets investments in leading digital assets, like Bitcoin and Ethereum, with an emphasis on blockchain technologies and decentralized finance (DeFi). This strategy has demonstrated exceptional returns due to the rapid growth in the crypto market.
The Crypto$ strategy has significantly outperformed the S&P 500, with a 206.5% return over the past two years, driven by explosive growth in the cryptocurrency market.
Historical Performance by Time Period
Why Our Strategies Outperform
Active Management:
Our strategies are actively managed, focusing on high-conviction investments tailored to the current market conditions. Unlike passive index funds, we aim to capture market inefficiencies and outperform benchmarks.
Long-Term Focus:
We build long-term growth strategies by focusing on secular trends, economic cycles, and emerging digital technologies, ensuring consistent returns even through market volatility.
Tax-Efficient Investing:
Our low-turnover strategies help minimize tax liabilities, ensuring that your investments generate higher after-tax returns compared to high-turnover strategies.
Performance Beyond the Numbers
We are committed to more than just short-term performance. At Three Oaks Partners, we believe in sustainable, risk-adjusted returns over the long term. Our strategies are designed not only to outperform the market but also to preserve wealth and provide consistent returns, regardless of market conditions.
Explore how 3 Oaks Partners can help you achieve your financial goals with a strategy tailored to your needs. Our experts are here to guide you every step of the way.
