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Our investment philosophy at O-IM is to create portfolios that are tailored to your individual needs and our focus is on long-only discretionary macro strategies. Using a broad range of asset classes, including direct equities and funds, enables us to create innovative portfolios, which aim to provide better risk and return outcomes, without expensive fees. Our ability to deploy risk across asset classes, geographies and sectors enables us to effectively achieve portfolio diversification.
We feel passive funds, actively managed funds and direct equities can be used effectively based on your objectives and risk appetite. We do not shy away from any asset class if it helps deliver the best outcome for you and is in line with your risk appetite.
The investment selection utilises a top-down approach, where risk is deployed through directional and relative value methodologies, based on various factors including global macroeconomic trends. Whilst portfolio positioning can be medium-term or long-term, each of O-IM’s investments are underpinned by a regular and rigorous selection process by our in-house research team and our investment committee. We strongly believe that time in the markets is better than trying to time the markets and design our portfolios with an investment time horizon of 5 years and beyond.
Our ethos is to maintain a carefully constructed diversified portfolio, where we expertly analyse each investment and identify the most appropriate opportunities for you. We select investments to achieve your ultimate objectives and not only from an absolute return perspective. This may also include Environmental, Social and Governance (ESG) considerations.
A key component of our portfolio construction is how we assign weightings to different asset classes, geographies, and individual securities.
When selecting funds for a portfolio, we perform detailed analyses of many aspects of the fund such as the manager, their strategy, ongoing fees, and historical performance.