WATER OAK ADVISORS LLC Overview
Water Oak Advisors Llc is an investment advisor that manages 1.4 BN dollars in regulatory AUM and has 15 employees, of which 12 perform investment advisory functions.
The manager's has disclosed holdings from 06/30/14 to 09/30/20. The fund's latest filing disclosed 155MM in positions, representing 11% of the manager's regulatory AUM.
The manager's has disclosed holdings from 06/30/14 to 09/30/20. The fund's latest filing disclosed 155MM in positions, representing 11% of the manager's regulatory AUM.
WATER OAK ADVISORS LLC StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
WATER OAK ADVISORS LLC Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| VOO | 38.61% | ETF | 9.54% | -0.05% | 0 | 10% | ||
| VSCIX | 16.64% | ETF | 19.38% | 1.55% | 0 | 5% | ||
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FEATURED IN
WATER OAK ADVISORS LLC Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Lance C. Lemons | President | May-2006 |
| Stephen A. Curley | Director & Cco | February-2010 |
| Scott J. Macaione | Director | May-2011 |
WATER OAK ADVISORS LLC Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
WATER OAK ADVISORS LLC Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
A. Methods of Analysis and Investment Strategies
MANAGED PORTFOLIOS:
The overarching goal of WOA’s investment process is to provide individual investors access to the same strategies
utilized by the country’s largest endowments, foundations and pension plans.
7
WOA’s services involve the development of dynamic asset allocation strategies that are implemented using exclusive, institutionally priced funds. Our asset allocation process involves the development of model portfolios based on each specific client’s time frame, required rate of return and personal tolerance for risk, as well as utilizing modern portfolio theory as a tool for portfolio construction.
WOA utilizes a factor-based approach formulated on academic-based evidence. A factor-based approach utilizes time tested principles based on academic risk factors such as the...
Unlock Full Investment Process Description
A. Methods of Analysis and Investment Strategies
MANAGED PORTFOLIOS:
The overarching goal of WOA’s investment process is to provide individual investors access to the same strategies
utilized by the country’s largest endowments, foundations and pension plans.
7
WOA’s services involve the development of dynamic asset allocation strategies that are implemented using exclusive, institutionally priced funds. Our asset allocation process involves the development of model portfolios based on each specific client’s time frame, required rate of return and personal tolerance for risk, as well as utilizing modern portfolio theory as a tool for portfolio construction.
WOA utilizes a factor-based approach formulated on academic-based evidence. A factor-based approach utilizes time tested principles based on academic risk factors such as the...
Unlock Full Investment Process Description
WATER OAK ADVISORS LLC Portfolio Concentration
WATER OAK ADVISORS LLC Location
145 LINCOLN AVENUE
SUITE A
WINTER PARK, Florida
UNITED STATES, 32789-3836
SUITE A
WINTER PARK, Florida
UNITED STATES, 32789-3836
WATER OAK ADVISORS LLC Contact Information
Phone Number: 407-567-2956
Fax Number: 407-622-1799
Website: http://www.wateroak.com
Fax Number: 407-622-1799
Website: http://www.wateroak.com
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