Investment markets have a habit of testing conventional wisdom

  Defensive investing now has a whole new meaning

Our investment approach is designed to control risk and deliver performance in all market conditions. Our experience in institutional asset management has showed a greater need, even in rising markets, for a multi-dimensional view of investment risk.

Why the focus on risk? It’s now clear that while many investment approaches delivered returns in rising or less volatile markets, many foundered as the full risk of certain investments caused damage to overall portfolio performance – in the form of negative returns and in some cases, significant loss of capital.

Our view is that less visible risk is often larger and potentially more damaging than immediately apparent risk.

This is why Omega’s investment approach begins with efforts to uncover the “total risk” of individual investments.

Decades of institutional funds management experience led our founding directors to the view that there was an evolved notion of investing, yet to be implemented, that would deliver more controlled investment outcomes for clients.

In response, our team created the Omega investment approach which is designed to meet the needs of investors facing more volatile markets.

The beginning...issuer weighted benchmarks are inefficiently constructed

To start with the end in mind, Omega begins with the simple philosophy that issuer weighted fixed interest benchmarks are in the main inefficiently constructed, potentially increasing investment risk and limiting potential returns for investors.  Benchmarks are often a reflection of where companies and governments can issue debt rather than reflecting investors’ needs. 

Through enhanced passive or benchmark unconstrained management, Omega aims to deliver investment outcomes which have a lower risk and higher return than traditional market capitalisation benchmarks.