The Nimble Advantage: Oberon Investments' Approach to UK Wealth Management and UK Small Caps скачать в хорошем качестве

The Nimble Advantage: Oberon Investments' Approach to UK Wealth Management and UK Small Caps

UK wealth and capital markets are a significant niche on the global stage, and opportunity abounds; fragmented investment offerings, extreme valuation opportunities in the small cap space, and over £5 trillion of intergenerational wealth transfers, estimated to occur over the next 20 years. It all adds up to an intriguing cocktail of opportunity for those willing to build & acquire. In this curated edition , we aim to understand how Oberon Investments is positioning themselves to capitalise on some of these trends... RECORDING DATE: 16/10/2025 TOPICS: 00:00 - Intro & Opportunities in UK Wealth & Capital Markets 03:41 - Founding and Philosophy of Oberon Investments 05:30 - Shareholder Structure and Strategic Partners 05:47 - Capital Needs and Growth Infrastructure 09:29 - Oberon’s Other Business Divisions & Goals 14:18 - Introducing Richard Penny and Oberon Investments' Approach 16:41 - Small Caps: Challenges and Opportunities 18:33 - Valuation Opportunities and Market Analysis 21:41 - Active Management in a Less-Researched Market 23:52 - Fund Structure and Oberon's Unique Position 25:52 - Inside the TM Oberon UK Smaller Companies Fund 26:23 - Portfolio Construction: Themes & Strategy 29:35 - Client Needs and Protecting Wealth 31:30 - Bespoke vs Centralized Portfolio Management 37:27 - Asset Classes: Equities, Bonds, and Alternatives 39:00 - Currency Exposures and Hedging Strategies 39:57 - Gold as a Theme: Opportunity and Risks 42:08 - Market Themes: AI, Bubbles, and Risk 43:45 - Managing Benchmark and Index Risks 46:34 - Global Consumer Recovery Theme 47:42 - Final Thoughts -- DISCLAIMER - OBERON INVESTMENTS LIMITED This material has been prepared by Oberon Investments Ltd and is authorised and regulated by the Financial Conduct Authority. This material is intended for investment professionals, not for retail or for onward dissemination. Fund literature can be found by searching for TM Oberon UK Smaller Companies Fund at https://www.tutman.co.uk/literature/. The TM Oberon UK Smaller Companies Fund was previously named the TM CRUX UK Smaller Companies Fund. This change became effective on 13 December 2024. The information contained in this document has been prepared using all reasonable care however, it is not guaranteed as to its accuracy and is published solely for information purposes only. Our opinions are subject to change without notice and we are not under any obligation to update or keep this information current. Oberon Investments Ltd, or any of its associated trading names, does not guarantee the performance of any investment and past performance is not necessarily a guide to future performance. The value of investments may go up or down and you may not get back the amount you have invested, and it may be affected by exchange rate variations. This material is for distribution only under such circumstances as may be permitted by applicable law. It has no regard to the specific investment objectives, financial situation or particular needs of any recipient. It is published solely for information purposes and is not to be construed as a solicitation or an offer to buy any assets, securities or related financial instruments. No representation or warranty, either expressed or implied, is provided in relation to the accuracy, completeness or reliability of the information contained herein, nor is it intended to be a complete statement or summary of the investments, assets, securities, markets or development referred to in the materials. It should not be regarded by recipients as a substitute for the exercise of their own judgement. Any opinions expressed in this material are subject to change without notice and may differ or be contrary to opinions expressed by other business areas or groups of OBERON as a result of using different assumptions and criteria. OBERON nor any of their Directors, employees or agents accepts any liability for any loss or damage arising out of the use of all or any part of this material. OBR00267 © 2025 OBERON. All rights reserved. OBERON specifically prohibit the redistribution of this material and accept no liability whatsoever for the actions of third parties in this respect. --