The Oxford Investment Fellows are members of a veteran internal Investment Research team dedicated full time to investment research. They ensure consistency in the execution of Oxford’s investment philosophy across our client base. The Oxford Investment Fellows are all financial professionals with many years of experience in investment management. There is a strong preference for professional certifications, including the CFA designation, CAIA or CFP®.

While all the Fellows are generalists, they typically have a specialized area of research focus, usually centered on the broad asset classes of stocks, bonds and alternative investments. The Oxford Investment Fellows have primary responsibility for formulating recommendations for both nondiscretionary and discretionary portfolios. Within the context of a client’s Investment Policy Statement, these recommendations include asset allocation, manager selection, portfolio construction, ongoing monitoring and rebalancing activities.