Drew Kunde

SHGA manages a number of investment strategies across the risk-reward spectrum spanning from pure capital preservation to pure growth. Their approach involves a thoughtful, long-term view based on fundamental research. The firm’s team of portfolio managers take a disciplined, customized approach to constructing portfolios and optimizing them over time. SHGA’s core philosophic beliefs are predicated on the well-established concept that asset allocation is the primary driver of long-term returns. The firm has a broad mandate to invest around the globe and across asset classes. Their approach is a combination of top-down and bottom-up analysis.

Functions as a College/University

OCM selects securities using a fundamental research approach which includes current and forecasted developments of revenues, earnings and expenses to do a valuation, whether to invest or not. The firm blends active management of global large-cap equities with exchange traded funds (ETFs) and fixed income to construct their multi-asset class portfolios. The equity allocation is structured to maximize returns while controlling risk. The majority of equity assets are allocated in large company stocks and this is enhanced with exchange traded funds to access stocks of smaller companies (including micro-cap companies) and an allocation to non-US developed markets' stocks, emerging markets stocks and REITS. Their fixed-income strategy is also well-diversified among sectors and issuers. OCM invests in a combination of US treasury, agency, municipal, corporate and securitized bonds from government, state, and corporate issuers.