One consistent investment process across all our strategies.
A global view of securities. Our objective is to invest in securities which have sustainable earnings and strong financial positions.
Identify and assess fixed interest securities through our quantitative model, The Omega Financial Health Rating™ .
Add value to portfolios by investing in high quality assets that the market has mispriced.
Continually evaluate securities relative to their global peers and select the best of sector into our portfolios.
| Quantitative Analysis | Our quantitative approach enables us to evaluate thousands of securities concurrently. Securities that do not meet our stringent investment criteria are discarded. |
| Risk Management | Rigorous risk management is explicitly integrated into each stage of the investment process. |
| Portfolio Construction | Our portfolios aim to achieve an optimal return for a controlled level of risk. The investment candidates list and identify mispriced securities. |
| Ongoing Monitoring | The team continually assess and evaluate issuers to ensure our portfolios are holding the best available securities. |
