14 | Investment Excellence Awards 2025 Boutique Investment Manager of the Year 2025 – Caribbean & Best AsiaFocused Fund-of-Funds 2025: OAM Asian Recovery Fund An independent investment management firm based in the Cayman Islands, Overseas Asset Management has been delivering long-term, value-driven strategies to global investors since its establishment in 1989. The firm manages equity portfolios for high-net-worth individuals, trusts, pensions, and institutional clients, taking a disciplined, research-led investment approach that focuses on owning high-quality companies trading below intrinsic value, with a long-term horizon and prudent risk management. Serving clients across the Cayman Islands and beyond, OAM boasts a distinct investment philosophy with a highly focused investment process. OAM operates in complete alignment with its clients’ interests, focusing its attention on the performance of its funds rather than gathering assets. Its unique fee structure reflects this approach and has enabled OAM to earn a reputation for integrity, independence, and outperformance over decades of market cycles. Working closely with high-net-worth individuals, family offices, and institutions, OAM offers two investment funds: the OAM Asian Recovery Fund and the OAM European Value Fund. The minimum amount required to open an account is $500,000 USD and the minimum initial subscription to the OAM Funds is $250,000 USD. These funds provide clients with remarkable investment opportunities, with OAM Asian Recovery Fund recognised as the Best Asia-Focused Fund-of-Funds 2025. The OAM Funds do not charge investment management fees; these are calculated on a quarterly basis in each client’s segregated account. “Our fee structure is unchanged since inception,” Harry told us. “It is unusual in today’s environment, where it is typical for hedge funds to charge 1.5-2% of assets under management, plus 15-20% of gains above a highwater mark. We charge the higher or either 1% of assets or 10% of gains.” OAM’s investment approach takes three distinct phases. Stage one entails the quantitative approach of appraising intrinsic value: either through a net asset value approach for investment holding companies and closed-end funds, or a going-concern approach wherein the firm estimates normalised earnings and applies a suitable multiple. The firm seeks a margin of safety by purchasing shares at a significant discount to intrinsic value. Stage two begins with OAM estimating how quickly intrinsic value is likely to grow. The firm considers the track record of those running the business, industry dynamics, alignment of interest with shareholders, and the historic treatment of minority shareholders in making these judgements. Finally, stage three is where OAM considers risk, avoiding firms with high financial leverage and typically preferring businesses with either long-term contracts or relatively stable demand for their products and services. OAM strives for innovation – continually seeking undiscovered opportunities and avoiding crowded trades. The limited size of OAM’s funds facilitates this, allowing the firm to remain nimble and take opportunities as they arise, often investing in niche, higher-quality companies at attractive values. This disciplined investment process requires patience but can be extremely lucrative for its clients, positioning them at the very forefront of the investment performance. At its core, OAM aims to manage its clients’ investments as it would its own, ensuring its services retain the human touch that has been crucial to its success. Clients are kept up to date with their investments through quarterly statements, in addition to the net asset value per share of both the OAM Asian Recovery Fund and OAM European Value Fund published monthly on Bloomburg and the Cayman Islands Stock Exchange. “In an era where it is fashionable to take a detached approach to business, we take the opposite track,” said Harry. “We think the business of looking after our clients’ savings is very personal. At OAM, you won’t be dealing with different people from year-to-year or with administrators and third parties. We build strong client relationships, offering a personalised and friendly service.” Since its inception, OAM has been dedicated to delivering long-term, value-driven strategies to a wide range of global investors. From the expert development of two distinct investment funds to the unchanging nature of its fee structure and commitment to client-centricity, OAM has proven itself to be an invaluable partner for those exploring boutique investment opportunities, earning global recognition as the Caribbean’s Boutique Investment Manager of the Year 2025. Contact: Harry Kinch Email: [email protected] Company: Overseas Asset Management Web Address: www.oam.com.ky In asset management, scale does not guarantee success and, often, the best way for investment managers to truly add value is by specialising in a small number of investment strategies instead of aiming to be all things for all clients. Overseas Asset Management is an independent firm that understands this well, taking a unique approach to investment management with two distinct investment funds that are built on a foundation of long-term value and client-centricity. Harry Kinch, Investment Analyst, told us more below. Overseas Asset Management
RkJQdWJsaXNoZXIy MTUyMDQwMA==