next generation
investment company
Samuel Freshfields is a next generation investment company that aims to give its clients access to a broad range of financial instruments and markets and professional advice to maximize returns.
excellence
in investing
Although we strive for superior returns, our first priority is that our actions produce consistency, protection of capital, and superior performance in bad times.
proprietary
risk-management
techniques
Our multi-manager Strategic Solutions seek to combine independent sources of alpha from Samuel Freshfields’ broad array of investment approaches by using proprietary risk-management techniques.
Take a contrarian approach
Contrarians buck conventional wisdom, set emotions aside, and dissect sentiment, valuation, and fundamentals in order to identify attractive intrinsic value. Contrarian approaches often uncover potential opportunities that markets miss.
The managers look across the firm’s strategies and build a risk framework, in which they determine how to allocate capital and balance risk.
After establishing initial allocations, the team typically uses cash flows to tilt the portfolio toward risk factors within a prescribed range. The investment process is driven by the following four tenets.
Our Competitive Advantage
The firm’s competitive advantages include its experienced team of investment professionals, a global platform and a unifying investment philosophy. The investment philosophy — the six tenets of which are risk control, consistency, market inefficiency, specialization, bottom-up analysis and disavowal of market timing — is complemented by a set of core business principles that articulate Oaktree’s commitment to excellence in investing; commonality of interests with clients; a collaborative and cooperative culture; and a disciplined, opportunistic approach to the expansion of offerings.
Learn MoreThe primacy of risk control
Our goal is not superior investment performance but superior performance with less-than-commensurate risk. It takes superior performance in bad times to prove that those good-time gains were earned through skill, not simply the acceptance of above average risk.
Learn MoreProprietary, in-depth research
Adding value in our markets requires a "deep knowledge advantage" that can come only from proprietary, in-depth research. We have dedicated a staff of highly skilled specialists to each market and created a research methodology that is consistently applied.
Learn MoreInvestment Counseling
Samuel Freshfields promotes the highest standards of integrity, responsibility, and competence to produce a highly personalized counseling process. We provide customized advice to suit your individual financial needs, risk tolerances, and timeframes.
Learn MoreInvestors
All our actions are guided by our purpose “We protect your future”. The power of this promise and the increasing role Samuel Freshfields plays in people’s lives were impressively confirmed by our client feedback survey.
Learn moreResponsible Investments
Our global investment management team has control over which industries and companies our funds are invested in. Decisions about what is or isn't invested in is in our control, guided by our Responsible Investment Policy.
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