Expertise
Welcome to OrsoToro
OrsoToro constructs portfolios based on fundamental investment principles and deep analaysis. This involves identifying high graded equity opportunities. OrsoToro applies a derivatives overlay to the equity portfolio, aiming to amplify and enhance returns relative to risk. OrsoToro combines extensive expertise with analytical rigour.
Principles
Skin in the game
OrsoToro’s fund managers co-invest in the fund’s strategy. If clients do well, then OrsoToro does well. But, OrsoToro’s fund managers directly lose if clients were to lose. This ensures an alignment of interests, ensures that OrsoToro puts clients first, aligns goals and objectives.
Clients first
OrsoToro puts clients first. We avoid conflicts of interst with clients’ funds and whenever investing client money, obtain external third party oversight to provide additional reassurance and security.
Integrity
We act with integrity in all we do. To this end, whenever investing client money, we secure external administrators and legal partners. This external scrutiny and oversight provides reassurance that we have put clients first and that our actions comply with all relevant laws and with ethical obligations and expectations.
We are open and honest with clients. We look extremely negatively on fund managers who mislead clients about returns or about what the fund is doing. We will not engage in greenwashing or other misleading conduct. We view such conduct as reprehensible. Instead, we are upfront with clients about how we view the portfolio’s characteristics. Our aim is to under-promise and over-deliver, not the other way around.
Expertise and Rigour
OrsoToro brings years or expertise and rigour. The OrsoToro team has years of investment experience. The team have also written more than 30 peer reviewed academic articles and have contributed to myriad media outlets. This thought leadership places OrsoToro at the forefront of asset management expertise, enabling OrsoToro to leverage the best academic insights to help drive client returns.
Get in Touch
We would love to hear from you!