1OAK Multi Asset 80 UCITS Fund
The fund aims to generate capital growth over the medium to long term through investing in a diversified multi-asset portfolio.
The fund aims to track the performance of the 1OAK MA80 Strategy, which has a benchmark allocation of approximately 80% in Equities with 20% in Bonds and Alternatives.. The strategy has exposure to equities, fixed income, cash and alternative assets.
Founded in 2009, 1OAK Capital is a London based firm specialised in Asset Management and Advisory, with a focus on investment solutions dedicated to institutional clients and MiFID II professionals. 1OAK Capital is headquartered in London with a branch in Rome and presence in New York and Dubai.
1OAK Multi Asset 80 UCITS Fund
David is responsible for development and distribution of the 1OAK BMA Multi Asset Fund. Prior to that David had over two decades of experience in investment banking, developing investor solutions and innovative products. Previously David was the founder and managing partner of Levendi Investment Management. Prior to Levendi David was at J.P. Morgan, Barclays Capital (together with the 1OAk Founders Giles Rothwell, President, and Giovanni Bonaccorso CEO) and Barclays wealth and RBS. David has a degree in economics from the University of Birmingham.
Dr Peter Konidaris
Peter is responsible for risk management and operational technology infrastructure for 1OAK Capital. Prior to joining 1OAK, Peter was in charge of the operational development within Oxford & Cambridge IM equity market neutral fund since October 2003. Peter spent 10 years at Unilever building-up and running one of the two Global Intelligence units and working in Unilever’s R&D Programme Management. Peter completed a BA, MA, and a Doctorate from the University of Oxford.
Dr Yun Sun
Yun is responsible for portfolio management, execution and quantitative research. Prior to joining 1OAK, Yun was in charge of Portfolio Management for the Global Equity Index funds, Exchange traded commodity and Multi-asset fund of fund at Deutsche Asset Management. He had similar roles at FINEX Capital for Emerging Markets and Cross Asset Portfolios, at Macquarie trading Global Equity Products and at Morgan Stanley in the Technology and R&D units. Yun holds a BA in Engineering from Tsinghua University in Beijing and a Doctorate in Computer Science & Mathematics from the Queen Mary University, London. Yun was the award winner of American Math Contest in modelling in 2003 and 2004 and the first prize winner of China’s National Math Olympiads in 1998 and 1999.
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1OAK Multi Asset 80 UCITS Fund
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