Established in 2001, the Group is a privately owned firm. Our primary business is global alternative asset management through operating subsidiaries and affiliates in Asia, Europe and North America known as Orchard Global Asset Management ("OGAM" or "Orchard"). Our global presence gives us the ability, access and depth to identify and source attractive investment opportunities around the world.
We are good at what we do and we are one of the best fixed income relative value and arbitrage managers globally. We have never had a negative year.
We invest through our hedge funds, managed accounts and investment vehicles. The Group is registered with regulators in every operating jurisdiction. We use only tier-one external accounting, custodial and administrative service providers, and we take the extra measure of using an independent valuation agent to verify the pricing on our assets.
Our principals are veteran investment banking and asset management professionals, who over twenty years or more, each ran or created successful businesses in the institutional banking, finance and investment management sectors. We are supported by a superior team of expert managers, analysts and internal administrators. We believe our close team and reward culture helps drive our very high retention rate which makes each team member a unique stakeholder and valuable asset in the long term performance of the firm and the funds under management.
OGAM's core competency is in fixed income, credit and structuring. In our strategies we seek to deliver consistent positive risk-adjusted returns throughout market cycles with a strong focus on capital preservation. We have consistently delivered this since inception.
Risk management is a cornerstone of our investing philosophy. Our portfolios range from specific strategies to relative value and credit opportunity wherein we seek to optimize market inefficiencies. We are an acknowledged leader in providing financial solutions and capital to banks and other financial institutions.
Our long term value strategy takes our strong ability to use fundamental credit analysis and structuring to find or create value in products and assets that generate fixed income like characteristics and cashflows. We generally do not apply leverage to this strategy.
Our long/short trading strategies involve highly liquid assets which we believe are undervalued or which we can arbitrage. We sometimes apply leverage in this strategy.
In our financial solutions strategies we solve for desired outcome through an intensive analytical and structuring approach by creating layers of enhancement and value using sophisticated financial techniques. We may hedge and may leverage this strategy.
We can and do hedge specific risks in all our strategies and we may at times layer on macro risk hedges.
OGAM currently invests directly for two funds, managed accounts, and Principal's equity.
Our hedge and private equity format Managed Funds are:
Our Managed Accounts have a minimum investment of USD 50 million and can be discretionary or tailored by strategy and asset specific portfolios.
The Principals at OGAM each have more than 20 years of industry experience at various major financial institutions and have run or created highly successful businesses through their careers.
Our Principals are:
Paul Horvath – CEO
Gary Wee – CIO
Marc Bergeron – COO
Mike Ford – Head of Investor Relations
Sunil Dattani – Senior Portfolio Manager
John R. Young – Senior Portfolio Manager
Andrew Weber – Head of Structuring
Our Senior Management includes:
Bradley Belt – Vice Chairman
Pierre Michaud – General Counsel
Mike Ruthard – CFO
Kevin Yong – Head of Credit
Patrick Wright – Head of Quantitative Analysis
Jens Hofmann – Head of Marketing Development
Jason Tan – Director, Legal and Structuring
Tu Dong – Systems Manager
We are registered with the following regulatory bodies:
We are active members of the following organizations: