olympic wealth javelin
TRANSCRIPT
E M E R G I N G M A R K E T S S PAIMING HIGH, THROWING FAR
CONTENTS
Company history
Where Javelin invests
How Javelin invests
Javelin’s special features
Risk management
Client goals & our standards
The future
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Olympic Wealth Management Group was founded on the
beautiful Caribbean island of Barbados. Our aim is to
effectively manage the assets of Olympic Wealth Fund SPC,
which is regulated and domiciled in Grand Cayman, one of
the world’s largest investment and banking destinations.
The Directors, Richard Baxter and Karen McGouran have
worked extensively in financial services for over 40 years in
such diverse places as London, Malaysia, Singapore, China
and the Caribbean. With backgrounds in economics and
finance respectively, the Directors have a wealth of
knowledge in the investment industry with a strong focus
on fiscal prudence.
Our sister company, International Broker Consultants Group
has successfully managed the wealth of individuals, families
and corporations for nearly 15 years, supported by an
experienced and loyal stock broking team, and is one of the
Caribbean’s most well respected organizations.
The ancient Olympian athletes
competing in the Javelin contest aimed
to throw a light spear as high and as far
as humanly possible while competing in
the world’s premier sporting event.
Olympic Wealth launched Javelin
Global Emerging Markets Fund with the
identical challenge for our clients’
investments: aim as high as possible
with a long-term view while having
total conviction in where and
in what we are investing.
COMPANY HISTORY
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Current estimates are that nearly half of all global growth comes
from developing countries, and according to International Monetary
Fund estimates, emerging economies are expected to grow two
to three times faster than developed nations like the US, the UK
and Europe in the next decade.
Many Economists believe that emerging nations' markets will
WHERE JAVELIN INVESTSThe Fund is designed to take advantage of the spectacular growth resulting from a rising
middle class in India, China, Latin America and Asia Pacific. We also have a “Fifth Element”
part of our Fund which was devised by the Directors to outperform even these high growth
markets. This segment of the Fund will seek to find extraordinary stocks in unusual places
that will excel in coming years.
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experience robust economic growth over the next thirty years,
driving up prices on investments in their companies. Economic
growth in these countries has been brisk in recent years. Many
believe that this will continue at a pace similar to what the U.S.
experienced in the twentieth century, giving rise to a middle class
that increases demand for consumer goods, propels growth and
drives up investment values.
There is no doubt
that huge gains await
investors who can
find the right emerging
market investment.
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HOW JAVELIN INVESTSUsing these techniques at our sister company, we have successfully
managed to yield an excellent return for clients in good years and bad,
for nearly 15 years. A deep understanding of Graham’s tenets led us to
codify this in four simple ways:
1 Purchase funds or securities that have a sustainable
competitive advantage and hold them for an extended
period of time, thereby compounding the benefits.
2 Purchase for significantly less than their present value.
3 Concentrate money into only a few stocks or funds and
avoid over-diversification. Olympic Wealth’s philosophy
is to hold a small portfolio of outstanding stocks or
funds that we have extensively researched and fully
understand, as opposed to owning a large number of
average stocks in which we do not have a great deal of
confidence. Less is more.
4 We think of risk in terms of opportunity cost. Volatility
provides us with possible opportunities to invest
in companies at an advantageous cost, and we have the
fortitude to ride out any short-term issues.
We adhere to the
principles of ‘Focus
Investing’ which was
codified in Benjamin
Graham’s book
‘Security Analysis’ in
1934. Today the best
known disciple of this
stock approach
is Warren Buffet,
one of the world’s
wealthiest men.
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before we are able to receive any performance fee at all!
There-after 75% of any profit we make is yours!
The second major feature is that of a ‘High Water Mark’
which means that we need to continually beat the
previous all time highest share price before we are able
to qualify for any performance fee, even if we have
returned well in excess of the hurdle rates!
This essentially cements your goals and ours firmly together, and ensures that our attention is
acutely focused on making your hard earned money grow. The Directors are so confident in
Javelin’s potential and unique features that they have invested personally in the Fund.
JAVELIN’S SPECIAL FEATURESJavelin is different from other types of investments, in
that we have to grow your funds beyond a ‘Hurdle Rate’
before we are able to receive a ‘Performance Fee’ which
is split 75% to you and 25% to the Fund.
The hurdle rate is 3% or 5% per annum depending on how
much you invest. In other words, we need to grow your
funds annually above and beyond these hurdle rates
Javelin is seeking to bring to our
investors the opportunity to benefit
from investment techniques which
are typically exclusive to large
investment funds.
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Our risk controls start with
establishing specific weightings
in our target markets ensuring
that exposure to any one market
decline is minimized.
RISK
MANAGEMENTUnlike other companies, we believe in maintaining high liquidity
levels which allows us to take advantage of market
opportunities as they arise. This we feel is a vital component
of risk management.
We constantly review daily market conditions, geopolitical
issues and our Funds’ achievements, ensuring that our
investment selections are performing and adhering to our goals
and benchmark targets.
Javelin is designed for long-term capital growth and as such we
shall not be swayed by short-term market fluctuations. We have
the fortitude to hold our investments and compound their
growth over many, many years.
In addition to seeking an
excellent return on capital,
we firmly believe that you
desire a more informed
connection to your
investments.
STANDARDS& OUR
CLIENT GOALS
Clients wish to understand the process and believe that
the Directors of the Fund and the Financial Advisors
dealing with their investments, have a firm hand on their
irreplaceable cash.
A highly client-centric service standard is an essential
part of our success. We continually disseminate intuitive,
insightful information to clients and Financial Advisors
in a way which fosters understanding and involvement.
We guarantee to return contact within 48 hours on time
sensitive issues, and the response aims to be friendly and
accurate, answering all underlying questions. We have
deep pride in our organization and have a company-
wide obsession with customer satisfaction and your
financial wellbeing.
We have a “can do” approach, and we focus on how best
we can help our clients in every interaction.
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THE FUTUREIt is our firm belief that adding Javelin to your
portfolio will enhance your wealth. We shall
continue to seek quality funds wherever they may
be globally, rewarding you with strong capital gains
for decades to come.
Javelin is the journey that we are delighted to share
with you: Aiming high, throwing far!
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Olympic Wealth Fund SPC
c/o IBC
Suite 6
OMNI Corporate Centre
Speightstown
St. Peter
Barbados
West Indies
Telephone
+246 432 7020
Facsimile
+246 432 7017
Website
www.olympicwealth.com