Willow Oak Advisory and the Ubique Fund specialise in trend following and seasonal investment strategies. Established in 2013 as a private fund before going public in 2015, its mission was simple – To outperform all market benchmarks using a systematic, quantitatively driven approach which can mitigate psychological and other unstable, short term influences.



Willow Oak Advisory and the Ubique Fund is the bringing together of three important philosophies which together offer a solid long term investment plan.



If you can't explain it simply, you don't understand it well enough.

Albert Einstein

The strategies which make up the portfolio are built upon time proven methodologies which are stripped of complexity and over engineering resulting in a long term, robust approach across a range of assets and instruments.



All of life is the management of risk, not its elimination.

Walter Wriston

Correct risk management is at the core of any investment strategy. Strong risk management can turn a fair strategy into a great one. Managing exposure and reward is more important than the strategy itself and which we invest heavily in.



Whether you think you can, or think you cannot, you’re right

Henry Ford

Even with a great strategy and correct money management, the human element can still undo all that good work. This is why we look to mechanise and automate as many processes as possible, as to cut out the psychological factor.



Interested in seeing what it takes to go from nothing to creating a Hedge Fund, then subscribe to our monthly Podcast Series where we attempt to do just that.



Part of Willow Oak Advisory's success has been from the partnerships it has formed over the years. Could you be the next one?


Interested in learning more about how technical analysis works, or how to build and test systematic strategies? At request, we have put together a non-exhaustive list of books which we feel cuts through the noise and gives genuine insight into how the markets operate.



If you wish to be kept up-to-date with what Willow Oak is doing, simply fill in the form and you will be added to our monthly update email.





Here at Willow Oak Advisory, we believe we have a duty to help the world around us. This is why as a business, each year we donate 10% of our net profits to causes we believe are worthy.

63/66 Hatton Garden

Fifth Floor, Suite 23



United Kingdom

+44 (0) 203 633 6961

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​This website should not be regarded as an offer or solicitation to conduct investment business. Past performance of investments is not necessarily indicative of future performance. The value of investments may fall as well as rise and the income from investments may fluctuate and is not guaranteed. Clients may not recover the amount invested. The investments mentioned on this website are not suitable for all types of investors. Investment advice should always be sought from a qualified investment adviser before any investment is made.

Trading and investing can be a challenging and potentially profitable opportunity for investors. However, before deciding to participate in the market, you should carefully consider your investment objectives, level of experience, and risk appetite. Most importantly, do not invest money you cannot afford to lose.

There is considerable exposure to risk in any investment transaction. Any transaction involving securities involves risks including, but not limited to, the potential for changing political and/or economic conditions that may substantially affect the price or liquidity of a currency. Investments in speculation may also be susceptible to sharp rises and falls as the relevant market values fluctuate. The leveraged possibility of trading means that any market movement will have an equally proportional effect on your deposited funds. This may work against you as well as for you. Not only may investors get back less than they invested, but in the case of higher risk strategies, investors may lose the entirety of their investment. It is for this reason that when speculating in markets it is advisable to use only risk capital.