{"id":13034,"date":"2023-11-03T21:02:19","date_gmt":"2023-11-03T21:02:19","guid":{"rendered":"http:\/\/develop.ancoraoak.com\/?page_id=13034"},"modified":"2024-02-01T23:46:40","modified_gmt":"2024-02-01T23:46:40","slug":"the-firm","status":"publish","type":"page","link":"http:\/\/develop.ancoraoak.com\/the-firm\/","title":{"rendered":"The Firm"},"content":{"rendered":"

[vc_row kd_background_overlay=”default” kd_background_image_position=”vc_row-bg-position-top” css=”.vc_custom_1700327625082{padding-top: 100px !important;padding-bottom: 80px !important;}” el_id=”overview”][vc_column]

A Boutique Global Investment Manager Specializing in Alternative Investments.<\/h2>
<\/div><\/div><\/header>[vc_column_text]AncoraOak is a boutique global investment manager that specializes in alternative investments. We leverage our competitive advantages, including our experienced team of investment professionals, a global platform, and a unifying investment philosophy, to provide our clients with exceptional investment opportunities.<\/p>\n

Our expertise in investing across the capital structure has enabled us to cultivate a diverse range of global investment strategies across four categories: credit, private equity, real assets, and listed equities. Our approach emphasizes a value-oriented and risk-controlled investment philosophy that allows us to be opportunistic in these asset classes.<\/p>\n

At AncoraOak, our core business principles underpin our investment philosophy, enabling us to deliver outstanding results for our clients.[\/vc_column_text][\/vc_column][\/vc_row][vc_row full_width=”stretch_row_content” kd_background_overlay=”default” kd_background_image_position=”vc_row-bg-position-center” css=”.vc_custom_1700328808365{background-position: center !important;background-repeat: no-repeat !important;background-size: cover !important;}” el_class=”landing-greyed-section”][vc_column][vc_row_inner full_width=”inner_row_contained” kd_background_overlay=”gray-color” kd_background_image_position=”vc_row-bg-position-top” css=”.vc_custom_1649251873479{margin-right: 60px !important;margin-left: 60px !important;padding-top: 100px !important;}” css_tablet_landscape=”.vc_custom_1649251873479{margin-right: 0px !important;margin-left: 0px !important;}” css_tablet_portrait=”.vc_custom_1649251873479{margin-right: 0px !important;margin-left: 0px !important;}” css_mobile=”.vc_custom_1649251873479{margin-right: 0px !important;margin-left: 0px !important;}”][vc_column_inner]

WE VALUE KNOWLEDGE<\/p>

Global Presence<\/h2>

With a robust and expansive network of offices across Europe, North America, and Asia, our firm boasts a truly global presence. This strategic footprint enables us to leverage our extensive local knowledge and expertise to deliver superior investment outcomes for our clients, regardless of their geographic location.<\/h6><\/header>[\/vc_column_inner][\/vc_row_inner][\/vc_column][\/vc_row][vc_row kd_background_overlay=”default” kd_background_image_position=”vc_row-bg-position-top” css=”.vc_custom_1700327688137{padding-top: 120px !important;padding-bottom: 120px !important;}”][vc_column width=”1\/4″ el_class=”text-center”]
<\/i> <\/div>

$455M<\/h1>

ASSETS UNDER MANAGEMENT<\/p><\/div>[\/vc_column][vc_column width=”1\/4″]

<\/i> <\/div>

2008<\/h1>

FIRM FOUNDED<\/p><\/div>[\/vc_column][vc_column width=”1\/4″]

<\/i> <\/div>

2000+<\/h1>

CLIENTS<\/p><\/div>[\/vc_column][vc_column width=”1\/4″]

<\/i> <\/div>

100+<\/h1>

EMPLOYEES<\/p><\/div>[\/vc_column][\/vc_row][vc_row full_width=”stretch_row_content” kd_background_overlay=”gray-color” kd_background_image_position=”vc_row-bg-position-center” css=”.vc_custom_1700261220462{background-position: center !important;background-repeat: no-repeat !important;background-size: cover !important;}” css_tablet_landscape=”.vc_custom_1700261220465{padding-top: 50px !important;}” css_tablet_portrait=”.vc_custom_1700261220466{padding-top: 50px !important;}” css_mobile=”.vc_custom_1700261220468{padding-top: 50px !important;}” el_id=”investment-philosophy”][vc_column][vc_row_inner full_width=”inner_row_contained” content_placement=”middle” kd_background_overlay=”default” kd_background_image_position=”vc_row-bg-position-top” css=”.vc_custom_1700327717057{padding-top: 100px !important;padding-bottom: 30px !important;}” css_tablet_landscape=”.vc_custom_1700327717058{padding-top: 20px !important;}” css_tablet_portrait=”.vc_custom_1700327717058{padding-top: 20px !important;}” css_mobile=”.vc_custom_1700327717059{padding-top: 20px !important;}”][vc_column_inner css=”.vc_custom_1700340032078{padding-top: 25px !important;padding-right: 75px !important;padding-bottom: 100px !important;padding-left: 0px !important;}” offset=”vc_col-lg-offset-0 vc_col-lg-6 vc_col-md-offset-0 vc_col-md-12 vc_col-sm-offset-0 vc_col-xs-12″ css_tablet_landscape=”.vc_custom_1700340032079{padding-top: 80px !important;padding-right: 0px !important;}” css_tablet_portrait=”.vc_custom_1700340032080{padding-top: 60px !important;padding-right: 0px !important;padding-left: 0px !important;}” css_mobile=”.vc_custom_1700340032082{padding-right: 0px !important;padding-left: 0px !important;}”]

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\"Ourinvestment<\/div><\/div>\n
\"Our<\/div><\/div>\n <\/div>[vc_single_image image=”13063″ img_size=”full” alignment=”center” el_class=”hidden-large-screen”][\/vc_column_inner][vc_column_inner css=”.vc_custom_1700340020525{padding-right: 35px !important;padding-left: 100px !important;}” offset=”vc_col-lg-offset-0 vc_col-lg-6 vc_col-md-offset-0 vc_col-md-12 vc_col-xs-12″ css_tablet_landscape=”.vc_custom_1700340020526{padding-right: 15px !important;padding-left: 15px !important;}” css_tablet_portrait=”.vc_custom_1700340020527{padding-right: 15px !important;padding-left: 15px !important;}” css_mobile=”.vc_custom_1700340020528{margin-top: -36px !important;padding-right: 6px !important;padding-left: 6px !important;}”]

Our investment philosophy is grounded in six enduring principles that have guided us since inception.<\/p>

<\/div><\/div>
We invest for the future, with a focus on delivering sustainable returns through rigorous analysis and diversification. We stay nimble, adaptable and accountable, while building strong relationships with our clients. These timeless tenets are the foundation of our success, and we stand ready to help you achieve yours.<\/h6><\/header>[\/vc_column_inner][\/vc_row_inner][\/vc_column][\/vc_row][vc_row full_width=”stretch_row_content” kd_background_overlay=”default” kd_background_image_position=”vc_row-bg-position-top” css=”.vc_custom_1700327788294{padding-top: 100px !important;padding-bottom: 100px !important;}” css_tablet_portrait=”.vc_custom_1700327788295{padding-top: 100px !important;}” css_mobile=”.vc_custom_1700327788296{padding-top: 100px !important;}”][vc_column css=”.vc_custom_1699573945062{border-bottom-width: 2px !important;padding-right: 0px !important;padding-bottom: 140px !important;padding-left: 0px !important;border-bottom-color: #e7e7e8 !important;border-bottom-style: solid !important;}”][vc_row_inner full_width=”inner_row_contained” kd_background_overlay=”default” kd_background_image_position=”vc_row-bg-position-top” css_tablet_landscape=”.vc_custom_1700330414976{margin-right: 0px !important;margin-left: 0px !important;border-radius: 0px !important;}” css_tablet_portrait=”.vc_custom_1700330414978{margin-right: 0px !important;margin-left: 0px !important;border-radius: 0px !important;}” css_mobile=”.vc_custom_1700330414978{margin-right: 0px !important;margin-bottom: -36px !important;margin-left: 0px !important;border-radius: 0px !important;}”][vc_column_inner css=”.vc_custom_1699570858327{padding-left: 0px !important;}” offset=”vc_col-lg-offset-0 vc_col-lg-12 vc_col-md-offset-0 vc_col-sm-offset-0″ css_tablet_landscape=”.vc_custom_1699570858328{margin-bottom: 50px !important;padding-top: 0px !important;padding-right: 0px !important;}” css_tablet_portrait=”.vc_custom_1699570858330{margin-bottom: 50px !important;padding-top: 0px !important;padding-right: 0px !important;}” css_mobile=”.vc_custom_1699570858331{margin-bottom: 50px !important;padding-top: 0px !important;padding-right: 15px !important;padding-left: 15px !important;}”]

All of our investment activities operate according to the unifying philosophy that follows:<\/p>

<\/div><\/div><\/header>[\/vc_column_inner][\/vc_row_inner][vc_row_inner full_width=”inner_row_contained” kd_background_overlay=”default” kd_background_image_position=”vc_row-bg-position-top” css_tablet_landscape=”.vc_custom_1699573816433{margin-right: 0px !important;margin-left: 0px !important;border-radius: 0px !important;}” css_tablet_portrait=”.vc_custom_1699573816436{margin-right: 0px !important;margin-left: 0px !important;border-radius: 0px !important;}” css_mobile=”.vc_custom_1699573816438{margin-right: 0px !important;margin-left: 0px !important;border-radius: 0px !important;}”][vc_column_inner css=”.vc_custom_1700330641032{padding-left: 0px !important;}” offset=”vc_col-lg-offset-0 vc_col-lg-6 vc_col-md-offset-0 vc_col-sm-offset-0″ css_tablet_landscape=”.vc_custom_1700330641033{margin-bottom: 50px !important;padding-top: 0px !important;padding-right: 0px !important;}” css_tablet_portrait=”.vc_custom_1700330641034{margin-bottom: 50px !important;padding-top: 0px !important;padding-right: 0px !important;}” css_mobile=”.vc_custom_1700330641035{margin-bottom: 50px !important;padding-top: 0px !important;padding-right: 0px !important;padding-left: 0px !important;}”][vc_toggle title=”The Importance of Risk Management” open=”true” css_animation=”fadeInUp”]At the heart of our investment philosophy lies a relentless focus on risk control. Our ultimate goal is not simply to deliver superior investment performance, but to achieve this performance while carefully managing risk. For us, avoiding losses is the highest priority. We believe that it\u2019s not just about finding opportunities to generate profits; it\u2019s also about avoiding investments that could lead to significant losses. By placing such a strong emphasis on risk control, we can ensure that we are able to weather the inevitable ups and downs of the markets in which we operate. This is the key to our success, and we stand ready to help our clients achieve their investment goals while safeguarding their financial futures.[\/vc_toggle][vc_toggle title=”Prioritizing consistency” css_animation=”fadeInUp”]At AncoraOak, we value consistency over erratic performance swings. We believe that achieving a superior track record is better attained by achieving a high batting average rather than sporadic flashes of brilliance mixed with disappointing results.[\/vc_toggle][vc_toggle title=”Specialization for superior results” css_animation=”fadeInUp”]We believe that specialization is the key to achieving the best possible outcomes for our clients. Each of our portfolios is dedicated to a single investment specialty, which we pursue with unwavering commitment and expertise. By doing one thing, and doing it extremely well, we eliminate surprises and provide consistent performance that aligns with our clients\u2019 goals. Our specialized portfolios give clients the flexibility to choose the asset class or combination of classes that best meets their needs.[\/vc_toggle][vc_toggle title=”The power of market inefficiencies” css_animation=”fadeInUp”]Our investment approach is based on the belief that market inefficiencies exist, and that these inefficiencies can be exploited through diligent research, analysis, and expertise. We focus on markets where there is potential for a knowledge advantage, where we can use our skills to generate potentially superior investment results for our clients. We believe that successful investment requires a combination of hard work, discipline, and insight, and that these qualities are particularly valuable in markets that are less efficient and more prone to errors in pricing.[\/vc_toggle][\/vc_column_inner][vc_column_inner offset=”vc_col-lg-offset-0 vc_col-lg-6 vc_col-md-offset-1 vc_col-sm-offset-1″ css_tablet_landscape=”.vc_custom_1700340199623{padding-top: 50px !important;padding-right: 0px !important;padding-left: 0px !important;}” css_tablet_portrait=”.vc_custom_1700340199624{padding-top: 50px !important;padding-right: 0px !important;padding-left: 0px !important;}” css=”.vc_custom_1700340199622{padding-right: 0px !important;padding-left: 75px !important;}” css_mobile=”.vc_custom_1700340199625{padding-right: 0px !important;padding-left: 0px !important;}”]
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\"The<\/div><\/div>\n
\"investment<\/div><\/div>\n <\/div>[vc_single_image image=”12732″ img_size=”full” alignment=”center” el_class=”hidden-large-screen”][\/vc_column_inner][\/vc_row_inner][\/vc_column][\/vc_row][vc_row kd_background_overlay=”default” kd_background_image_position=”vc_row-bg-position-top” css=”.vc_custom_1700328433385{padding-top: 40px !important;padding-bottom: 100px !important;}”][vc_column width=”1\/2″ css=”.vc_custom_1700331655984{padding-right: 48px !important;}” css_tablet_landscape=”.vc_custom_1700331655985{padding-right: 0px !important;padding-left: 0px !important;}” css_tablet_portrait=”.vc_custom_1700331655985{padding-right: 0px !important;padding-left: 0px !important;}” css_mobile=”.vc_custom_1700331655986{padding-right: 0px !important;padding-left: 0px !important;}”]

Bottom-Up Investing:<\/h2>

Focusing on Company-Specific Research<\/h6><\/header>[vc_column_text]We believe that superior investment results are attained through a deep understanding of individual companies and their securities, not by forecasting macroeconomic factors such as interest rates or the securities market. Our investment process is entirely bottom-up, focused on conducting proprietary research on individual companies. We use portfolio structuring as a defensive tool to avoid over-concentration, not as an aggressive strategy to overweight the best-performing assets.<\/p>\n