Overview

The Otso US Opportunities fund is an equity overlay fund that aims to enhance the performance of a standard US equity portfolio. The fund’s bedrock is US equities. The starting point is fundamental analysis to identify quality companies. The fund then uses derivative overlays to access additional opportunities and enhance returns.

The Otso US Opportunities fund is benchmarked against the S&P500.

How to Invest

What does the fund do & What are the investments?

  • The fund invests in US listed equities and deploys derivative overlays in service of enhancing returns.

    1. Selection: We select investments based on deep dive fundamental research. This includes research into company fundamentals’ and portfolio construction.

    2. Investment: We enter positions by having regard to market conditions, considering the optimal way to enter a position. We also deploy derivative overlays on these positions in order to enhance the entry and exit of positions, and enhance returns.

    3. Risk management and porfolio rebalancing. We actively monitor the portfolio to ensure that the portfolio’s risk profile is appropriate and to avoid excessive exposure to any one company.

Why choose us?

Otso Capital focuses on evidence driven expertise. We rigorously evaluate investment decisions, having regard to over a decade of experience and myriad peer reviewed publications. We invest our own capital in the fund and are committed to working for, and with, you.

  • The team has over a decade of experience, including more than 30 peer reviewed academic articles. We ensure that investments are based on cutting edge empirical evidence.

  • We invest our own money in the fund. This ensures goal and incentive alignment.

  • Our clients are important to us. We avoid conflicts. We have external auditors and accountants to oversee the fund and provide reassurance.