Willow Oak Asset Management

At Willow Oak Asset Management our strategy is to partner with talented investors who are passionate about long-term value creation. Strength, endurance, and permanency are the values which support the Willow Oak platform. The funds on the Willow Oak platform are independently run by unique fund managers who uncover uncommon opportunities, and who share a commitment to investing for the long-term utilizing a value-oriented investing framework. Willow Oak's Fund Management Services (FMS) team offers a flexible range of services and resources to its affiliated funds and their managers. Each fund's marketing, administration, compliance and back office needs can be handled by the Willow Oak FMS team, ensuring portfolio managers stay focused on the activities that will drive superior returns for investors. Alluvial Fund is dedicated to identifying and profiting from deeply mispriced securities in the US and abroad. Alluvial Fund focuses on small firms, thinly traded issues, and special situations, seeking to identify value that the market has yet to notice. The partnership's goal is to compound its partners' capital at superior rates over the long term. The Bonhoeffer Fund identifies and invests in undervalued securities that are either undiscovered or misunderstood. Working in both domestic and international markets, the fund seeks to find investable opportunities that include compound mispricings, miscategorized firms, and/or corporate actions. The Willow Oak Select Fund represents a curated set of the best ideas of select contributing managers. The portfolio is structured to maintain geographic, industry, and investment type diversity. Investment types include: long-term compounders, special situations, time arbitrage, compound mispricings, and balance sheet investments. Arquitos Fund is an unconventional hedge fund invested in a small number of unique companies. Using a f ocused, bottom-up research approach and fundamental analysis and risk management, the portfolio is focused on North America equities with an emphasis on company-specific situations.