The Balanced Approach to Investing at Oak Tree

As Oak Tree, we prioritize maintaining the right balance and avoiding market timing. We sell when a holding reaches our target price, the investment case weakens, or we find a better opportunity. Our portfolios are always fully invested to avoid missing out on positive returns. We believe in buying when assets are cheap and adding more if they get cheaper, rather than waiting for further declines. Predicting investor psychology is challenging, so we focus on accurately assessing the value of individual assets.