Breaking Down the 29.38% Return in 2024 - Oak Special Fund

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In 2024, the investment portfolio delivered an impressive 29.38% return, raising questions about the strategies that made such results possible. Transparency was emphasized, with details shared on asset allocations and performance contributors. Approximately 60-70% of the assets were placed in safe investments such as government securities, sovereign bonds, and bank placements, while 30% was allocated to leveraged assets like OTC trades, derivatives, and contracts for difference (CFDs). Despite volatility, these leveraged investments, along with active currency and equity trading, played a significant role in boosting overall returns.

The performance breakdown revealed that placements and other interest-bearing instruments accounted for 44% of the profit, driven by high interest rates early in the year. Meanwhile, leveraged products and currency trading contributed significantly to the remaining profits, helping overcome challenges such as high counterparty costs in derivatives trading. By strategically balancing both safe and high-risk investments, the firm achieved strong returns without compromising risk management.

Looking ahead to 2025, the target return remains at 20%, recognizing that lower interest rates will reduce income from placements. However, opportunities for capital gains through active trading in government securities are expected to offset this. Additionally, the team is expanding with specialized experts to enhance performance across key asset classes, including U.S. and foreign equities. This strategic growth aims to sustain long-term success, maintain high returns, and continue providing value for clients.