OXBOW ADVISORS LLC Overview

Oxbow Advisors Llc is an investment advisor that manages 1.3 BN dollars in regulatory AUM and has 12 employees, of which 10 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/12 to 09/30/16. The fund's latest filing disclosed 726MM in positions, representing 57% of the manager's regulatory AUM.

OXBOW ADVISORS LLC StockAlpha

-2.5%
Top 25%
3yr StockAlpha Register for more...

Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

OXBOW ADVISORS LLC Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
FAX 4.1% ETF -6.26% -0.31% 6 3%
TEP 3.93% Energy -1% -0.27% 2 3%
Unlock Positions and Returns Details
FEATURED IN
Logo of CNBC
Wall Street Journal Logo
Pensions & Investments logo
BloomBerg Logo

OXBOW ADVISORS LLC Founders and Key Employees

Name Title In Position Since
James T. Oakley Managing Member October-2007
Elizabeth A. Deubel-Ragan Managing Director/Chief Compliance Officer February-2011
Erik G. Cohen Shareholder February-2013
Ellen S. Noel Shareholder February-2013
John B. Keys Shareholder February-2013
Thomas M. Crain Shareholder December-2014
Courtney L. Gibson Shareholder December-2014
Alexander W. Pierce Shareholder December-2014
Roger E. King Principal And Senior Managing Director April-2015
Pat H. Swanson Director Of Research April-2015

OXBOW ADVISORS LLC Brokers, Custodians, Auditors and Administrators

Type Company

OXBOW ADVISORS LLC Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

Investing in securities involves risk of loss that clients should be prepared to bear.

Investment Strategies

We provide investment management services to our clients predominately through asset allocation strategies aimed at Long-Term Growth (equity), Growth & Income (balanced), High Income (fixed income) portfolios in separately managed portfolios. See Item 8, Methods of
Analysis, Investment Strategies, and Risk of Loss - Investment Strategies.




8
Long‐Term Growth Strategy
At Oxbow Advisors our goal is to protect clients’ purchasing power over time, and often an allocation in equities is vital to the achievement of this objective. Our approach to investing in stocks is quite simple – we invest in what we believe are undervalued companies without consideration of size, location, or industry. There are three analytical processes that we employ simultaneously an...
Unlock Full Investment Process Description

OXBOW ADVISORS LLC Portfolio Concentration

OXBOW ADVISORS LLC Location

800 NORTH SHORELINE BLVD., SUITE 2200 SOUTH
CORPUS CHRISTI, Texas
UNITED STATES, 78401

OXBOW ADVISORS LLC Contact Information

Phone Number: 361-692-1296
Fax Number: 361-888-9342
Website:

READ RECENT SYMMETRIC REPORTS

Disclaimer

The information contained herein: (1) is proprietary to Symmetric and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Symmetric nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance and skill metrics are no guarantee of future results. "Symmetric," "Symmetric.io" and the Symmetric logo are marks of Symmetric, Inc. Read our privacy policy here. Read our terms of use here
Path A