Focus on delivering the “Outcome”

At OCM, our Outcome Based Investing (OBI) investment philosophy focuses on dynamic, cyclically adjusted asset management, which aims to deliver the pre-defined “Outcome” at an agreed level of volatility. We aim to help our clients achieve their long-term goals by making use of our nimble and proactive asset management team, which focuses on what the client is trying to achieve, rather than beating the markets.

In concentrating on the “Outcome”, this focus provides a discipline that drives our research and understanding of the markets, and constantly reinforces what we are doing and why. This discipline stops us trying to beat the market and keeps the client truly at the centre of everything we do.”

– Jason Stather-Lodge, CEO & Founder

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Strategic Asset Allocation Decisions

We focus on the macroeconomic environment

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We focus on the macroeconomic environment and have a clear and concise understanding of how asset classes and fund managers have historically performed in similar periods in history. Big data coupled with our experience enables us to identify those assets that are most likely to provide a positive contribution to the portfolio performance in any six-to-twelve-month period. Using active management, we aim to lock in the returns achieved during periods of strong growth, and potentially miss out on the losses associated with a recessionary and slowdown phase. This is not market timing, but cyclically adjusting the portfolio to deliver the “outcome”, institutionalising the behaviour to sell high and buy low.

Please note the value of investments may fluctuate in price or value and you might get back less than the amount originally invested. Past performance is no guarantee of future performance.