Portfolio Construction & Risk Methodology

After the research process has been completed and the various aspects of the company’s 3-legged stool have been deemed satisfactory, the Firm usually takes approximate positions of 2-4% of the equity portion in each particular strategy.

Olympus International attempts to have S&P 500 or Russell 2000 sector representation as a risk control methodology. However, Olympus International will vacate or significantly over-weight a sector if the Firm sees what it considers to be a compelling reason to do so and an unusually high number of outstanding investment opportunities. As well as actively and continually monitoring sector exposure on the portfolio level, the Firm also continually monitors other potential risk factors such as international equity exposure, REIT exposure, potential liquidity issues, etc.

Olympus International portfolios typically hold between 30 and 40 equity securities and in balanced strategies, an additional 25-30 fixed income positions.

Brooke Capital Limited Olympus International Limited (“Olympus International”) believes the information provided by it on this website is reliable but does not guarantee its accuracy, timeliness or completeness, and it is subject to change without notice. Certain information provided on this website through links or otherwise is provided by third parties. Olympus International disclaims liability or responsibility from any use or interpretation of, or reliance upon, such information and makes no representation about its accuracy, timeliness or completeness.

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