Our Investment Philosophy

At OCM, we follow a modern investment approach called “Outcome Based Investing” (OBI), which puts the client’s long-term objectives at the heart of the strategy.

The OBI strategy  uses Quantamental Analysis (QA) which applies a mixture of fundamental and quantitative analysis of data from many sources to produce an objective assessment of market data. We use these tools to analyse the global economic situation alongside individual cycle development and the extent to which we agree with the market’s valuation. In doing so, we are able to focus on delivering the ‘Outcome’ (i.e. the agreed annualised return target after fees and charges) for the client, keeping volatility within agreed limits. Sounds complex? It is, but we’ve been following OBI principles for many years to good effect. Our investment decisions are driven by data and sound judgement.

While we do follow Modern Portfolio Theory (MPT), OBI challenges the long-established assumption that you cannot make strategically timed asset allocation decisions, and that all investors are better off investing and staying invested in a fixed portfolio of assets over the long term. We believe that by cyclically adjusting our asset allocation based on the position in the market cycle, we can produce returns in line with the outcome expectation at a lower level of volatility than the market. In doing so, we do not try to beat the market, instead we remain focused on delivering the client’s expected outcome within the proscribed parameters of risk within the portfolio.

Our DFM Brochure

Capability delivered

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Experience

We start with the QA and use this to carefully select assets, from the whole investment universe. 

Guidance

We’ll also take account of the macro-economic environment, making decisions based on cycle rotations and forward guidance.

Tailored Solutions

Our focus is to deliver the best outcome for you, tailored to your circumstances. Capability delivered.

Quantamental Analysis

Quantamental Analysis uses a mixture of fundamental and quantitative analysis of data from many sources, both internal and external. Each has its advantages, with fundamental being more forward looking, economical driven and subjective while quantitative is more backward looking (and so can be back tested), and is an objective assessment of market data. We use these tools to analyse the global economic situation and individual cycle development and the extent to which we agree with the market’s valuation.