Posts tagged “fixed income”

Sculpted from experience, built for success. 
 
As we stride into Spring 2024, Oakmount is excited to share the news of our strategic expansion and primed acquisitions.  
 
This year marks a pivotal moment in our journey, as we continue to redefine our collective successes and broaden our impact in the realms of real estate and green technologies. 
 
Real Estate Ventures:  
Building Foundations, Brick by Brick. 
Oakmount has firmly set its sights within the real estate market, with a series of strategic acquisitions that position us as a dominant player in the industry.  
 
Our commitment to creating spaces that inspire, innovate, and elevate is at the forefront of these ventures.  
 
Our key areas of focus are multi-family accommodation, commercial, land acquisition, property development, social housing, and care homes giving our client a broad and balanced portfolio across multiple strategies and revenue streams. 
 
Recent Highlights: 
Primed acquisition of commercial properties in key areas. 
Expansion into the residential sector with a focus on sustainable living. 
 
These moves are a testament to Oakmount's dedication to shaping environments that not only meet the needs of today but also anticipate the demands of tomorrow. 
 
Full article available here 
Sculpted from experience, built for success. 
 
Where Philosophy Meets Prosperity: Navigating Wealth Creation with Purpose and Precision. In the dynamic world of finance, the philosophy of staying invested at Oakmount and Partners extends beyond a mere financial strategy; it represents a profound commitment to enduring wealth.  
 
While markets may sway with periodic undulations, historical patterns attest that, over the long haul, they exhibit an inherent tendency to appreciate.  
 
Navigating the transient ebbs and flows and committing to sustained investment unlocks the potential for compounding benefits, seizing opportunities in market rebounds, and realising substantial financial growth. -- Glenn King, Founder and CEO. 
 
As we step into 2024, we want to share insights that align philosophy with prosperity, empowering you on your journey towards financial success. 
 
The Philosophy of Staying Invested: A Commitment to Enduring Wealth. This philosophy transcends a mere financial strategy; it embodies a commitment to enduring wealth. Historical patterns affirm that markets, despite periodic undulations, inherently appreciate over the long haul. Navigating these transient ebbs and flows and committing to sustained investment unlocks the potential for compounding benefits and substantial financial growth.  
 
Staying invested demands unwavering patience, disciplined commitment, and an unwavering focus on the grander vision – consistently rewarding on the journey to wealth accumulation. 
 
Full article available here  
Sculpted from experience, built for success. 
 
As we near the Christmas rush and reflect on the journey of 2023, we extend our heartfelt gratitude for your unwavering support.  
 
This year has been a testament to the resilience and innovation that define Oakmount and Partners. We are pleased to share some of our key milestones, exciting developments, and our ambitious vision for the year ahead. 
 
2023 Highlights: A Year of Market Turbulence and Triumphs 
Navigating Market Challenges: It is important to acknowledge the challenges the market has been facing. High-interest rates, inflation, and uncertainty have tested the resilience of the financial landscape.  
 
Despite these headwinds, Oakmount and Partners remains steadfast 
in its commitment to navigating these challenges and capitalising on opportunities as part of our broader value investing strategy. 
 
Record-Breaking Growth: In the past year, Oakmount and Partners experienced unprecedented growth in what has been a very testing market place. Our commitment to delivering unparalleled and robust services has resulted in record-breaking achievements, propelling us to new heights in the financial industry. 
 
Launch of Innovative Products: We are thrilled to announce the successful launch of our redeemable preference share & fixed dividend investment which is a revolutionary addition to our portfolio providing regular income with annual yields ranging from 8%, 9%, and 10%. This innovative offering reflects our dedication to staying ahead of industry trends and providing our clients with cutting-edge portfolio solutions, with the addition of year-end profit share to compliment the above yields. 
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