Highly Disciplined and Systematic

Our Strategies

We offer five strategies: Global Unconstrained, Global Constrained, International ex-US, Global Smaller Companies and Global Emerging Markets

Global Equity Unconstrained

Our Global Equity Unconstrained Strategy follows an index unconscious approach.

Objective: to outperform the MSCI AC World Index by more than 3.5% p.a. gross of fees over rolling periods

Investment universe: all global stocks with a market cap of over $1bn, and average daily volume of at least $5m

Typical number of holdings: 100-150 stocks

Indicative tracking error: 5-8%

Global Equity Constrained

Our Global Equity Constrained Strategy follows an index conscious approach.

Objective: to outperform the MSCI World Index by more than 2.5% p.a. gross of fees over rolling periods

Investment universe: all global stocks with a market cap of over $1bn, and average daily volume of at least $5m

Typical number of holdings: 80-120 stocks

Indicative tracking error: 3-6%

International (ex-US) Equity

Our International (ex-US) Strategy follows an index unconscious approach.

Objective: to outperform the MSCI AC World ex-US Index by more than 3.5% p.a. gross of fees over rolling periods

Investment universe: all global (ex-US) stocks with a market cap of over $1bn and average daily volume of at least $5m

Typical number of holdings: 80-150 stocks

Indicative tracking error: 5-8%

Global Smaller Companies

Our Global Smaller Companies Strategy follows an index unconscious approach.

Objective: to outperform the MSCI AC World Index by more than 3% p.a. gross of fees over rolling periods

Investment universe: all global stocks with a market cap between $0.25-$5bn, and average daily volume of at least $1m

Typical number of holdings: ca.200 stocks

Indicative tracking error: 5-8%

Global Emerging Markets

Our Global Emerging Markets Strategy follows an index unconscious approach.

Objective: to outperform the MSCI Emerging Markets Index by more than 3.5% p.a. gross of fees over rolling periods

Investment universe: all emerging markets stocks with a market cap of over $1bn, and average daily volume of at least $5m

Typical number of holdings: circa 60-100 stocks

Indicative tracking error: 5-8%

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Coronavirus (“COVID19”) update – March 2020

The COVID19 situation has been evolving since the first reports emerged in December 2019 and Origin’s evaluation and preparedness has also evolved.  An update on our business preparedness can be found here.

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