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 03/31/21. The fund's latest filing disclosed 821MM in positions, representing 64% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/12 to 03/31/21. The fund's latest filing disclosed 821MM in positions, representing 64% of the manager's regulatory AUM.
OXBOW ADVISORS LLC StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
OXBOW ADVISORS LLC Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| EPD | 3.34% | Energy | 6.55% | 0.17% | 0 | 0% | ||
| AAPL | 3.05% | Tech | 19.61% | 0.1% | 0 | 0% | ||
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FEATURED IN
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
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
CORPUS CHRISTI, Texas
UNITED STATES, 78401
OXBOW ADVISORS LLC Contact Information
Phone Number: 361-692-1296
Fax Number: 361-888-9342
Website: http://www.oxbowadvisors.com
Fax Number: 361-888-9342
Website: http://www.oxbowadvisors.com
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