Our Investment Philosophy
Our investment process is designed to consistently achieve our clients’ objectives within acceptable risk boundaries.
We aim to ensure that our clients’ expectations are aligned with the reality of what is possible.
Our investment structures are formulated through two distinct but interlinked processes: the asset allocation process, and the stock selection process.
Using the skills and resources available, both externally and within Odin, asset allocation is set at regular meetings of the Investment Committee. Close attention is paid to analysis and identification of where major economies sit within the prevailing economic cycle.
Market valuation comparisons are then reviewed enabling us to assess the relative attraction of bonds and equities within each economy, and set an appropriate allocation between these asset classes. This process also allows us to determine our exposure levels to different geographic markets, having regard also for their size.
Research shows that in addition to the six conventional asset classes namely, equities, bonds, property, commodities, private equity and cash, the addition of a seventh asset class, namely alternative investment strategies/hedge funds can benefit portfolio performance. Odin will only include limited exposure to such products where appropriate and previously agreed with the client.
