Our investment philosophy in Osool reflects the belief in active management and the performance differential it generates over a full cycle. We apply a core-satellite approach within each asset class whereby the satellite is utilized to adjust for dislocations in the market targeting niche opportunities which have the potential of enriching our future returns. We thrive to explore all opportunities, geographies, asset classes and secular trends in search of differentiated offering to our clients; ensuring that each portfolio is tailored to the needs of each respective client.
Our philosophy is built on the following foundation:
- A firm belief in active management
- Fundamental bottom-up analysis of all investment opportunities
- Thematic investing
- Prudent risk management
- Continuous monitoring of the macro environment and its impact on expected risk and return across all asset classes to ensure client portfolio construction has highest probability of meeting their objectives
Risk management is an integral part of our investment process and a critical component of the way we analyze investment opportunities. We start with risk management in mind, as having a prudent and thoughtful approach to the different potential risks within an investment adds to the resiliency of portfolios in turbulent times.