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 09/30/16. The fund's latest filing disclosed 101MM in positions, representing 7% of the manager's regulatory AUM.

WATER OAK ADVISORS LLC StockAlpha

-10%
Top 25%
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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

WATER OAK ADVISORS LLC Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
VOO 23.92% ETF 4.69% -0.01% 0 2%
EWD 11.22% ETF -1% -0.67% 1 0%
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FEATURED IN
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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.



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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...
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WATER OAK ADVISORS LLC Portfolio Concentration

WATER OAK ADVISORS LLC Location

145 LINCOLN AVENUE
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:

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