Our independent research has
demonstrated that outstanding managers are not defined by their nationality, fame,
popularity nor organization in which they work, but by their investment capabilities and
results only. In fact, all selected managers are primarily remunerated upon their
performance.
OAM works for the investor's interests and earns
its income from fees paid by the investor, rather than sales commissions, price
markups/markdowns or margins, paid by the financial institutions or the fund managers.
Consequently, the selection of managers/funds is based mainly on the criteria of
consistently above average performance over a relevant period of time and suitability to
investors’ portfolios. There is, therefore, no question of "conflict of
interest" in the selection process.
However, past performance doesn’t guarantee
future success. Selected managers/funds should satisfy all other OAM's investment criteria
beyond the historic performance records, thus they are continuously monitored by our
research team.
OAM’s method for selecting managers is based
on a balance between quantitative analysis of more than 20,000 funds’ performance
data monitored by independent rating institutions, and qualitative evaluation of managers
and their teams via a structured interview process. This direct contact with potential
money managers and their investors, brokers, custodians, auditors, and other external
associates is key to OAM’s due diligence and selection process of managers/funds used
in our investors’ portfolios.
Finally, we construct the "Olympian" money
managers short list, composed of the best managers in each category and market
worldwide, according to OAM. Permanent contacts and periodic meetings on site are
maintained with all selected managers on the list, especially if their performance differs
from the forecasted relative behavior.
