ODIM (UK) Edge

We strive for conviction-investing in a cynical world.

Top-down: We invest in the general direction of government policy (for example, China's 5-Year Plan) and focus on areas targeted for growth such as healthcare, software, education, tourism, and non-bank finance.

Bottom-up: We identify opportunities by embracing a road warrior mentality - our research involves extensive travel and company visits.

Investment Philosophy and Approach

• Actively managed, value‑oriented strategy focused on bottom‑up stock selection.
• Construct a high‑conviction, diversified portfolio that seeks consistent positive returns from multiple independent sources of alph.
• Primary emphasis on fundamental research; macro and quantitative inputs are supplementary.

We total over 1,000 company visits every year.

Our large team of analysts and fund managers keep in close touch with portfolio companies and also seek to discover new opportunities. As a golden rule, we must visit the company before investing and on top of extensive onsite due diligence, we enhance our coverage by cross-checking with competitors, suppliers and customers.

We typically avoid large state-owned enterprises (SOEs) as these companies tend not to be managed in the best interests of minority stakeholders. SOEs often have weak internal controls and also gravitate toward political goals, with RoE often an afterthought. An exception is made when the introduction of a proper staff equity ownership or option scheme starts management thinking like owners.