Our Investment Philosophy

AT OCM, our focus is delivering a client’s long term financial goals, by being a Nimble & Proactive Asset Management Team, using a modern investment strategy called, “Outcome Based Investing”, (OBI) that focuses on what the client is trying to achieve, rather than beating the markets. OBI uses dynamic, cyclically adjusted, portfolio asset management, based on Quantamental Analysis (QA) 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 to focus on delivering the ‘Outcome’ (i.e. the annualised return after fees and charges) for the client, keeping volatility within agreed limits. Sounds complex? It is, but we’ve been using it for many years to good effect. Our investment decisions are driven by data and sound judgement. 

Big data coupled with our experience enables us to identify those that are most likely to provide a positive contribution to the portfolio performance in any six to twelve month period.

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.