Unlocking Unique Growth Opportunities

Traditional investment strategies such as a classic stock and bond portfolio are just a starting point for investing successfully. For families seeking the possibility of transformative wealth growth, aspirational investments may offer a powerful complement to traditional public markets. Aspirational investments can be an avenue to help qualified clients diversify their balance sheets through exposure to privately held operating companies, pairing the possibility of greater returns with deep alignment of interests.

What sets Oxford apart is our distinctive strategy for allocating capital to Aspirational Solutions. As owners and investors ourselves, we put our own capital to work on the same terms as our clients—often at rates that exceed the industry standard for private equity firms. This helps ensure our goals are aligned with those of our clients and aims to create a partnership rooted in mutual success.

Oxford’s aspirational portfolio is built on three core strategies:

I. Direct Control of Private Operating Businesses: We acquire and manage controlling stakes in private companies, enabling us to deliver hands-on growth strategies that have the potential to maximize value for our clients.

II. Traditional Private Equity Fund Investing: We participate as anchor Limited Partners (LPs) in sector-specific General Partner-sponsored funds, helping to ensure access to what we believe to be top-tier private equity opportunities.

III. Co-Investments with General Partners and Family Offices: We collaborate with trusted General Partners and single family offices to co-invest in what we think are promising single operating companies, leveraging our combined expertise to drive growth.

As the private equity market evolves, many investors are drawn to the “mega funds,” the Microsofts of the investment world. While these funds offer perceived security, they often miss the untapped potential of smaller, emerging managers in the lower middle market. At Oxford, we actively seek what we think are talented managers who are often overlooked by larger firms that, by default, are forced to invest in the largest funds. By becoming anchor investors with these managers, we unlock the potential for better economic outcomes for our clients, as smaller funds often have the ability to access less efficient market segments where outperformance is more likely.

Many of our client families understand this strategy well, having built substantial wealth through private business ownership. For over 20 years, Oxford has invested heavily in developing a professional team capable of helping clients recreate their balance sheets through diversified private ownership. This approach mirrors the original wealth-building strategies of our clients, but with enhanced diversification to help manage risk and maximize returns.