Managing performance and risk
The Oxford Private Client Group provides professional money management for individuals and institutions. We are focused on capital preservation and long-term performance.
We analyze leading market indicators to identify market cycle location and adjust our various allocations accordingly. We combine that broad market analysis with a comprehensive evaluation of individual holdings to build a balanced portfolio designed to provide outstanding returns in a strong market while minimizing downside risk in a bear market. We seek to enhance performance by looking for inefficiencies in the market and exploiting those inefficiencies by reacting quickly and methodically.
In selecting securities for the portfolio we look at several key factors: return opportunity and risk mitigation, position in the market cycle, geography, sector weighting, fundamentals, pairing relationships. We pare positions from the portfolio when we achieve target prices, note a deterioration in fundamentals or see a need to rebalance sector weightings.
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Oxford PCG Headquarters, Minneapolis, MN
Our prudent principles and attention to detail has helped the core portfolio maintain an outstanding 6-year performance record that ranks among the top large cap managed portfolios in Morningstar comparative results. Discipline, honor, integrity and accountability—those are the principals that have helped The Oxford Private Client Group attain outstanding long-term returns with a low standard deviation. |
