Product Selection

Our Selection Process

At OSC our commitment to delivering superior returns is rooted in a rigorous and strategic selection process for alternative assets, ETFs, and private equity hedge funds.

We employ a meticulous approach, combining industry expertise, data analytics, and market insights to curate portfolios that stand out in performance and resilience.

Asset Selection: Precision in Every Choice

Thorough Fundamental Analysis:
Our team of seasoned analysts conducts thorough fundamental analysis, scrutinizing financial forecasts, earnings reports, and industry trends. This meticulous examination ensures that each asset in our portfolio has the potential for long-term growth and stability.

Macro-Economic Trends:
We stay ahead of the curve by closely monitoring macroeconomic trends. Understanding global economic dynamics allows us to position our portfolios to capitalize on emerging opportunities and navigate potential risks effectively.

Earnings Quality Metrics:
OSC places a strong emphasis on ROI quality metrics. By assessing the sustainability and reliability of an asset ROI, we aim to identify assets that can weather market fluctuations and deliver consistent returns.

Fund Selection: Balancing Risk and Return

Asset Class Exposure:
OSC strategically selects funds to provide exposure to diverse asset classes. This approach allows our clients to benefit from broad market trends while managing risk through a well-balanced and diversified portfolio. We consider not only the performance of funds but also their cost-effectiveness. Through rigorous analysis of expense ratios, we ensure that our chosen funds deliver value for our clients without compromising on quality.

Liquidity Assessment:
Liquidity is a critical factor in our fund selection process. We carefully assess the liquidity of the underlying assets to ensure that our clients can easily buy or sell fund shares, minimizing transaction costs.

Private Equity Hedge Fund Selection: Unleashing Innovation and Growth

Due Diligence Process:
Our private equity team employs a comprehensive due diligence process, assessing the strength of management teams, business models, and growth potential. This diligence ensures that our private equity hedge fund investments align with our commitment to sustainable growth.

Risk Mitigation Strategies:
We stay ahead of market dynamics, identifying sectors and regions with the greatest potential for expansion. This forward-looking approach positions our private equity portfolios for long-term success. OSC prioritizes risk management in private equity investments. Our team employs robust risk mitigation strategies to navigate the inherent uncertainties of private markets, ensuring the preservation of capital and the pursuit of alpha.

Derek Wiliams - Adelaide Feb 2022

“I am very impressed with the thoroughness and professionalism of the investment diligence packages OSC Finance provides.”