Focusing on Opportunity
IronOak Advisors is an institutional investment management firm focused on building diversified large cap and mid-cap equity portfolios. We purchase companies considered to be "on sale" under prevailing market conditions, regardless of whether they are growth or value, and build core portfolios that are positioned to benefit from opportunities we believe are overlooked.
"At IronOak, the cornerstone of our approach is to invest beyond the vagaries and unpredictable short-term swings of the marketplace, and to focus on opportunities that have produced very competitive returns for the risk taken".
-Jeff Markunas, CIO IronOak Advisors
Recent News
Jeff discusses currency headwinds.
Jeff Markunas discusses how Europe is affecting the second biggest software maker in the United Sates due to the dollar's gain on the Euro.
Jeff Markunas discusses the promotional strategy used among the home improvement retail giants.
When discussing market sentiment, Jeff Markunas argues that the market is looking better in the near term because it will continue to correct itself from the low that was reached during mid-July. He prefers the tech sector because of the attractive valuation and the ability for earnings to come through despite a global economic slowdown.
Jeff Markunas anticipates U.S. industrial companies to report higher than expected earnings due to factors that make them more competitive to rivaling companies and lack of exposure to financial services. The Fund holds several U.S. industrial stocks that are expected to have large increases in earnings per share in the near future.