The approach:
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OAM
invests capital globally, employing the multi-manager/fund concept, by selecting
the most talented money managers’ outperforming funds worldwide as portfolio
sub-components. |
Our philosophy is that moving assets into various
financial markets and geographic areas around the world, according to the macro-economic
outlook and allocating them with outstanding local money managers, is the optimal and most
efficient way to improve performance and minimize risk, rather than trading into and out
of specific equities or debt.
In today’s global financial markets, a
nonprofessional investor doesn’t have the time, expertise, resources or efficiency to
trade equities or debt successfully. In those volatile, interdependent and complex
financial markets, we believe that reasonable investors must allocate their capital
globally, where the investment opportunities occur, and diversify risk by investing in
unrelated financial markets through a portfolio composed of the best performing managed
funds in each selected market.
OAM is one of the leading advocates of the
multi-manager/fund concept, an investment management approach designated to meet the
challenges of today’s financial environment. It is based on modern portfolio theory
and has already demonstrated its efficiency in the major financial markets.
What does this approach provide?
| To the investor: Access to the most talented, accomplished and still promising
professional money managers in their category, worldwide. |
| To the manager: Time, dedication and independence to manage money rather than to
develop client relationships and promote his firm. |
Why take this approach?
| Because the world financial markets have become increasingly volatile, and traditional
portfolio diversification strategies are no longer effective. |
| Because the financial world has become too complex to entrust one’s portfolio to a
single manager - no matter how talented he may be - since, one investment strategy cannot
perform best under all conditions. |
| Because a single institution - even the most reputable - cannot offer al
the top performing funds or employ all the highest ranking managers nor even
retain these talented managers in the long run. |
| Because the investor is not equipped with the experience and information
required to analyze and monitor thousands of managers and funds in order to
select investments that yield maximum returns with the minimum risk
possible. |
What are the advantages of this approach?
| Access to the professional expertise of the most successful money managers in a
given financial market, selected by an unbiased organization. |
| Optimal performance in each chosen market sector due to an objective selection of
managers who have achieved consistently above average performance records and continue to
meet OAM’s investment criteria, which project future success. |
| Access to complex financial instruments which are usually not directly available to
the nonprofessional investor, used by the money managers to apply hedging
strategies. |
| No conflict of interest in OAM’s independent process of evaluation and
selection of the investment vehicles as well as the money managers. |
| Effective transaction costs in trading securities through a managed fund, instead of
a separate account in a retail brokerage house or bank, due to economies of scale obtained
by a fund as well as the managers’ performance-based interest. |
| Reduction of volatility and spread of risk through the diversity of investment
strategies, employed by different managers, in several unrelated markets worldwide. |
| Preservation and liquidity of capital due to the diversification of assets to
several absolute performance-oriented hedged fund managers and the conversion of most
funds’ shares into cash on short notice. |
[ Company's Overview ] [ Investment Management Today ] [ The Olympic Investment Approach ] [ Olympian Money Managers Selection ] [ Investment Methods & Procedures ] [ Investment Operations At The Bank ] [ OAM's Reporting & Fees ] [ OAM's Added Value To Investing ] [ Contact Information & Biography ]
   
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