Specialist Portfolio Management & Options Overlay Solutions
Odyssey is an Asia-based regulated asset manager providing tailored portfolio management and specialist options overlay solutions for HNW, UHNW and family office clients.
A FOCUSED INVESTMENT-MANAGEMENT PLATFORM BUILT AROUND CLIENT OBJECTIVES.
Odyssey combines strategic portfolio construction, ongoing investment oversight and specialist listed-options expertise within a single client-focused framework.
PORTFOLIO MANAGEMENT
Discretionary and advisory Portfolio Solutions structured around investment objectives, risk tolerance, liquidity needs and long-term capital-market opportunities.
OPTIONS OVERLAY SOLUTIONS
Specialist listed-options overlays designed to complement eligible portfolios, seek additional option premium and manage defined portfolio objectives within an agreed risk framework.
Three approaches. One disciplined risk framework.
Odyssey’s options overlay solutions are designed to complement an investment portfolio rather than replace the underlying investment strategy.
-
For investors who own shares or ETFs and wish to seek additional option premium from those holdings while accepting that upside may be capped at the call strike.
-
A systematic approach combining cash-secured puts and covered calls for investors prepared to acquire selected securities and potentially generate option premium through the cycle.
-
Odyssey’s broader overlay framework, which may employ Covered Calls, The Wheel and other listed-option strategies across shares, ETFs and indices depending on market conditions and portfolio risk parameters.
HOW WE WORK
Investment decisions follow a repeatable process.
-
UNDERSTAND
Define objectives, constraints, liquidity requirements and the client’s tolerance for risk.
-
CONSTRUCT
Develop an appropriate asset allocation and select securities suitable for the mandate.
-
MANAGE
Monitor exposures, portfolio risk, cash, leverage and changing market conditions.
-
COMMUNICATE
Provide clear reporting and regular discussion of material portfolio developments.
WHO WE SERVE
Built for sophisticated investors.
HNW and UHNW individuals, family offices, private investment vehicles, institutional investors and selected strategic partners.
INSIGHTS
Perspective for portfolio decisions.
Market updates, options-overlay research and investment commentary designed to provide context around the forces affecting client portfolios.
TRACK RECORD
A Proven Track Record
7
PRODUCTS
8
TEAMS
20
AVERAGE YEARS OF EXPERIENCE
12
COUNTRIES WORKED IN
5
NATIONALITIES
5
COUNTRIES INVESTED
6
LANGUAGES SPOKEN
120
AUM (US$M)
4
OFFICES
DISCUSS YOUR PORTFOLIO WITH ODYSSEY.