olympic wealth fund corporate brochure

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Olympic Wealth Fund Our history, our pedigree

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Page 1: Olympic Wealth Fund Corporate brochure

OlympicWealth

Fund

Our history, our pedigree

Page 2: Olympic Wealth Fund Corporate brochure

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Olympic Wealth is a thriving brand that is continuing to flourish and expand. The

Directors of Olympic Wealth Fund have extensive investment experience having

successfully invested in global markets, creating wealth for individuals, families and

corporations for nearly twenty years.

Our board at Olympic Wealth has a depth of experience drawn from a variety of

backgrounds related to the investment industry such as economics, finance, fund

management and banking. Furthermore, our independent board members have

international experience in numerous countries including the UK, Malaysia, the Middle

East, Singapore, China and the Caribbean.

Designed with our industry partners, our aim is to provide you, our valued clients, with

a range of high caliber, sustainable, profitable funds to help you achieve your financial

goals.

Our Investment Manager, Pathway Asset Management, prides itself in being at the

forefront of service, quality and innovation. They operate in diverse markets throughout

the globe with strategically placed international offices currently in London, Monaco,

and shortly, Southeast Asia.

We have a strong focus on fiscal prudence and collectively, we at Olympic Wealth Fund

and Pathway Asset Management, execute our fiduciary duties to protect clients with

the utmost of integrity and transparency.

Company overview

Benjamin Graham’s book called ‘Security Analysis’ became the footprint for a new style of investing called ‘Focus Investing’.

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Company overview

Our ethics

Our investment strategy

Risk management

Client goals and our standards

“Rule No. 1:never lose money;

rule No. 2:don’t forget rule No. 1.”

Warren BuffettSource: The Tao of Warren Buffett

Page 3: Olympic Wealth Fund Corporate brochure

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1962Warren Buffett became a millionaire using Benjamin Graham’s techniques.

At Olympic Wealth Fund we believe that successful long-term client relationships are

founded on good ethics. We carry out our responsibilities with honesty, integrity and

due care, while exercising independent judgement at all times.

The Directors have themselves, invested in the Funds. This, we believe, enhances

credibility that the assets of the Funds are managed responsibly.

We have a genuine concern for the welfare of your investments and how this

impacts on your family and their future. We value your business and pride ourselves

on our dependability while adhering to the highest standards of professional wealth

management.

Our ethics

“When we own portions of outstanding businesses

with outstanding managements,

our favourite holding period is forever.”

Warren BuffettSource: Letter to shareholders 1988

Page 4: Olympic Wealth Fund Corporate brochure

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1990Warren Buffett became a billionaire.

Olympic Wealth’s investment objective is to provide capital appreciation over the

medium to long term investment cycles, the bedrock of which is seated in Warren

Buffett’s ‘Focus Investing’ approach.

The principles of Focus Investing date back to the early 1930’s which were codified in

Benjamin Graham’s book ‘Security Analysis’ in 1934. This has stood the test of time

over the past 80+ years and still resonates today with Warren Buffett being the biggest

proponent of this style.

Focus Investing involves investing in equities from the perspective of buying into a

business which is well run, has a distinct marketing edge and has a high probability of

above average performance. Olympic Wealth Fund adheres to the following guiding

principles:

• We aim to purchase assets that have a sustainable competitive advantage, or

‘moat’ around them, holding them long term to compound the benefits.

• We purchase assets for significantly less than their book value.

• We concentrate on holding a small number of high caliber assets rather than over

diversifying, preferring to hold quality over quantity.

• We focus on return on equity (ROE) rather than earnings, which can be fleeting.

We believe that this long term approach of increasing return on equity will

have a more profound effect on an asset’s value compared to earnings.

• A low debt/equity ratio is an important factor in selecting an asset as high debt

used to finance operations can result in volatile earnings.

• Any asset purchased must be currently producing, or will be capable of producing,

regular dividends to the Fund.

• Profit margins should be high and preferably, increasing.

• We will seek out extraordinary investments in unusual markets that we believe will

excel in the coming years.

Our investment strategy

“It’s far better to buy a wonderful company

at a fair pricethan a fair company

at a wonderful price.”

Warren BuffettSource: fortune.com

Page 5: Olympic Wealth Fund Corporate brochure

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2008Warren Buffett became

the worldswealthiest

man.

The perception of risk management is fundamentally changing with today’s economic

climate as it has an important bearing on predicting revenues from transactions.

We view risk in terms of opportunity cost. Volatility provides us the opportunity to

invest at an advantageous cost and we then have the fortitude to ride out any market

movements.

This long term approach, irrespective of short-term market fluctuations, enables us to

compound our growth over the long term.

A vital component of fund management is liquidity. Our team is always mindful that

liquidity not only aides our capital in/outflows, but also helps us to take advantage of

market fluctuations where and when they arise.

The management team constantly review daily market conditions and macroeconomic

data, performing a weekly analysis of the Funds’ performance. This enables us to

monitor our investments and focus on growing the Fund above and beyond the ‘Hurdle

rates’. ‘Hurdle rates’ refer to the rate of return that our Fund Manager must surpass

before qualifying for any performance fee.

Capital preservation underpins every decision the team makes, providing you, our

valued clients, with the confidence that we are protecting the value of your assets.

Risk management

“Price is what you pay. Value is what you get.”

Warren BuffettSource: fortune.com

Page 6: Olympic Wealth Fund Corporate brochure

At Olympic Wealth we are focused on building our

brand in the major continents and will strive to give

you the best investment experience possible, helping

you create wealth and provide for your future.

The future

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2011Olympic Wealth Fundwas born to followthese principles.

Our goal is to grow our Fund’s profitability, while maintaining a high degree of fiscal

prudence.

In addition to seeking long term, consistent gains, we firmly believe that you, our

valued clients, deserve a more informed connection with your investments and those

managing it.

We believe that you wish to understand the investment process and seek to have a

belief that the Directors of the Fund, the staff and the Financial Advisor dealing with

your investments always have your best interests in mind.

We have a highly client-centric service standard, which is essential to our success and

we continually disseminate intuitive, insightful information to you and your Financial

Advisor. We believe this fosters a real sense of understanding and involvement with a

two way dialogue with complete transparency.

Client goals and our standards

“I always knew I was going to be rich. I don’t

think I ever doubted it for a minute.”

Warren BuffettSource: fortune.com

Page 7: Olympic Wealth Fund Corporate brochure

Note: Funds are invested in USD or currency equivalent.

Disclaimer: This document and the information it contains has been produced by Olympic Wealth Management in conjunction with the Fund Manager, Pathway Asset Management with the aim of providing information to current and prospective investors to the Fund.

It should be noted that the document itself, does not represent an offering and should be read in conjunction with the Fund’s Offering Memorandum which provides detailed information on the Fund including investment type, investment strategy and leverage limits. Please note that past performance does not guarantee future payments and that the value of the income derived from investments may fluctuate up or down and investors into the Fund may not get back their original investment.

Further information regarding Olympic Wealth Fund can be obtained from the Offering Memorandum document available on our website: www.olympicwealth.com

Segregated Portfolio Company

Olympic Wealth Fund SPC

Website: www.olympicwealth.com

Email: [email protected]

Investment Manager

Pathway Asset Management Winchester House

259-269 Old Marylebone Road

London NWI 5RA

Website: www.pathwayam.pro

Email: [email protected]

For further information

Telephone: +44 (0) 203 755 3457

Facsimile: +44 (0) 207 170 4001