olympic wealth fund
TRANSCRIPT
O L Y M P I C W E A L T HM A N A G E M E N T G R O U P L T D
WE INVEST IN FUTURES - YOURS
Olympic Wealth Management Group was founded in
2010 on the beautiful Caribbean island of Barbados
with the principle of effectively managing the assets
of Olympic Wealth Fund SPC, which is regulated and
domiciled in Grand Cayman - one of the world’s
largest investment and banking destinations.
The Directors, Richard Baxter and Karen McGouran have worked
extensively in financial services for over 40 years, in diverse places
internationally. Having backgrounds in Economics and Finance
respectively, they have a wealth of knowledge in the investment
industry with a strong focus on fiscal prudence.
The sister company, International Broker Consultants Group has
successfully managed the wealth of individuals, families and
corporations for nearly 15 years, supported by an experienced and
loyal stock broking team, and is one of the Caribbean’s most well
respected entities.
In this modern world of six highly interconnected continents,
the diverse ethnicity of our clients and staff give us a broad
understanding of the ‘financial’ issues challenging families and
corporations alike.
While we do not claim to be as old as a continent, our company
values & principles will stand the test of time and enhance your
lifestyle for decades to come.
In 1934 Focus Investing is defined in
Benjamin Graham’s book ‘Security Analysis’.
In 1962 Warren Buffet adopted this style of investing.
In 1990 Warren Buffet became a billionaire.
In 2008 Warren Buffet became the world’s wealthiest man.
In 2011 Javelin was born - our apologies for the delay!
COMPANY HISTORY
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CONTENTS
Company history
Our investment principles
Risk management
Client investment goals & our standards
Our ethics
The future
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With the present economic climate of austerity, sovereign debt
and Wall Street unaccountability, the Directors turned to
investment principles and values that have been in existence
since the 1930’s. We adhere to the strategy of ‘Focus
Investing’ for our Funds which were codified in
Benjamin Graham’s book ‘Security Analysis’ in
1934. This still resonates today - indeed the best
known disciple of this stock approach is Warren
Buffet, one of the world’s most respected and
wealthiest men.
Focus investing is a process that approaches investing in
equities from the perspective of buying into a business which
is well run, that has a distinct marketing edge, and has long
term growth prospects. This process also involves maintaining
a concentrated portfolio that has a high probability of
outperforming the market over an extended period of time.
As ‘Focus’ investors, we think differently, compared to the
majority of other investors. Only after spending a significant
amount of time and resources in researching companies and
the markets will we select the absolute best investments,
preferring quality over quantity.
Contrary to the cliché - we put all of our eggs in just a few
baskets and watch those baskets very carefully.
OUR INVESTMENT PRINCIPLES
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RISK MANAGEMENT
Constantly reviewing daily market conditions, geopolitical
issues and weekly analysis of our Fund’s achievements,
ensures that our investment selections are performing and
adhering to our goals and benchmark targets.
At Olympic Wealth Management we feel strongly that by having
the Management Company located in the Caribbean, the
distance that separates us from the chatter and mayhem of
the world’s stock markets, gives us a clearer vision of what is
truly affecting these markets and how we can take advantage
of them.
Our Funds are administered independently which gives our
clients comfort in knowing that our valuations are accurate
As part of our risk control process, we
focus on having specific weightings in
our target markets, ensuring that
overall exposure is minimized.
We believe in having high liquidity levels which allow us to take advantage of market opportunities as
and when they may arise. This we feel is a vital component of Investment Management.
and unadulterated. Additionally, should a natural disaster occur,
our client records are kept remotely, ensuring secure continuity
of our services. At Olympic we continually embrace new
technology to enhance our customer and broker experience.
We shall not be swayed by fashion or short term market
fluctuations, as we have the fortitude to stick to our beliefs.
Internally we cross leverage ideas and styles which, we believe,
encourages creativity. We are also frequently in contact with
industry professionals with a view to recruiting multi-
disciplined individuals. As fund managers we are acutely
focused on capital preservation which is extremely important
to our clients. Our risk controls help align the expectations of
investors with the performance of our Funds.
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The investments that
we purchase are listed
on our website and are
actively discussed in our
newsletters for our clients.
We believe that transparency
is important to investors in
order that they can see what
we are buying and feel more
connected and comfortable
with their choices.
Notwithstanding that investors are seeking an above average return on their
capital, we firmly believe that they desire a more informed connection to their
portfolio. Clients wish to understand the process and seek to have a belief that
the Directors of the Fund, and the Financial Advisors dealing with their
investments, have a firm hand on their hard earned cash.
We are in constant contact with our advisors and their clients
on important global issues that impact the
stock markets and how this affects our
decisions. This is fundamental to building an
informed relationship.
A highly client-centric service standard is an
essential part of our success. We continually
disseminate intuitive, insightful information to
clients and their financial advisors, fostering a
real sense of understanding and involvement.
We guarantee to return contact to clients and
brokers within 48 hours on time sensitive
issues, and the response aims to be friendly
and accurate, answering all underlying
questions. Pride in our organization and a
companywide obsession with customer
satisfaction is our benchmark. This ‘can do’
approach and focus on how best we can help our
clients in every transaction is central to our day
to day operation.
STANDARDS
INVESTMENT GOALSCLIENT
& OUR
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ETHICSAt Olympic Wealth Management we believe that
successful long term client relationships are
founded on good ethics. Placing client rewards
first and foremost gave rise to our acronym
ASBI or Altruistically Same Boat Investing.
The Directors have invested personally in the Funds which
we believe enhances credibility and gives our clients
confidence in our ability to manage the funds ethically.
We pride ourselves in our prompt, friendly and respectful
communication with our clients and business associates.
We have a deep concern for the welfare of our clients’
investments and how this impacts on their families and
their future.
We truly value your business and pride ourselves on our
dependability while adhering to the highest standards of
professional money management.
THE FUTUREWe are focused on building our brand in the
major continents (Antarctica not so much) by
giving you, the investor, the best experience
possible for decades to come. This will involve
providing a profitable and sustainable suite of
Funds married to a great customer experience.
We shall be launching new, exciting, innovative funds in the
coming months and years and we hope that you will be with
us on this journey for many, many years to come!
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OUR
Olympic Wealth Fund SPC
Suite 6
OMNI Corporate Centre
Speightstown
St. Peter
Barbados
West Indies
Telephone
+246 432 7020
Facsimile
+246 432 7017
Website
www.olympicwealth.com