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Vontobel

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Julius Bär

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We have developed our own proprietary tool, MTV Market Timing View, which allows us to identify market opportunities at all times through a systematic and transparent methodology which is comprehensible to all market players.

<h6>COMPANIES PRESENTING THE BEST OPPORTUNITY IN TERM</h6>
<ul>
<li>Quality</li>
<li>Competitive advantage</li>
<li>Strong balance sheet</li>
<li>Stock exchange capitalization</li>
</ul>

Investment Universe

<h6>VISITS AND SUBSEQUENT REPORT BY ANALYSTS</h6>

Qualitative Analysis

 <h6>MOST COMMONLY USED FUNDAMENTAL RATIOS</h6>
<ul>
<li>Return on capital invested (RoCI)</li>
<li>RoCI / WACC</li>
<li>Return on equity (RoE) and evolution</li>
<li>Gross margin</li>
<li>Margin Ebitda</li>
<li>Operational margin</li>
<li>Net borrowing / Ebitda</li>
<li>Equity / Debt (borrowing)</li>
<li>P/ E</li>
<li>Enterprise value / Sales</li>
<li>Enterprise value / Ebitda</li>
<li>Stock market price / book value</li>
<li>Stock market price / free cash flow</li>
</ul>
     

Fundamental Analysis

Fundamentals

<h6>MAJOR uS & EuROPEAN INDEX</h6>
<ul>
<li>S&P500</li>
<li>Nasdaq</li>
<li>Dow Jones</li>
<li>Eurostock50</li>
<li>SMI</li>
<li>DAX</li>
<li>CAC40</li>
<li>MIB30</li>
</ul>

Investment Process

Strategy & Monitoring

Data processing

Signals

<h6>SYSTEM DELIVER SIGNALS ON A REAL TIME BASIS</h6>
<ul>
<li>Depending on market tendency and the kind of situation, we generate a graphic of the selected asset and do a technical analysis to determine the risk & reward</li>
<li>Implementation in appropriate strategy : LONG or SHORT</li>
</ul>

Strategy Long / Short<br />by asset class

<h6>SYSTEM DETECT THE TRUE DIRECTIONAL MOVEMENT</h6>
<ul>
<li>UP</li>
<li>Down</li>
</ul>

 MARKET DIRECTION

<h6>SYSTEM DETECT THE KIND OF MOVEMENT AND SITUATION</h6>
<ul>
<li>RANGED</li>
<li>TRENDED</li>
<li>OVERBOUGHT</li>
<li>OVERSOLD</li>
</ul>

Market Tendency & Market Situation

Fudamentals & Technicals

<h6>TOP PICS</h6>
<ul>
<li>Best convictions from bank analysts</li>
</ul>
<h6>BLOOMBERG MARKET DATAS</h6>
<ul>
<li>indices</li>
<li>currencies</li>
<li>Commodities • ETF</li>
<li>Equities</li>
</ul>
<h6>TEChNICAL INDICATORS</h6>
<ul>
<li>Momentum</li>
<li>Volumes</li>
<li>Tendency</li>
<li>Volatility</li>
<li>Support & resistance</li>
</ul>

Market Timing View Screening

Market Timing View

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<p>We assess with the client his needs, investment horizon, expectations in terms of performance as well as his degree of risk aversion, his reference currency as well as any restrictions. This first step, which is essential, allows us to define the most appropriate investment profile :</p>
<ul>
<li>fixed income</li>
<li>income</li>
<li>balanced</li>
<li>growth</li>
</ul>

Mandate of discretionary management

<p>We offer our market expertise to give a selection of opportunities which are in line with what the client is looking for :</p>
<ul>
<li>equities</li>
<li>bonds</li>
<li>currencies</li>
<li>commodities</li>
</ul>
<p>We offer/advise the customer, but any decision-making is the sole responsibility of the customer. Each decision made by the client is then monitored in real time by OakHill Asset Management SA.</p>


Advisory mandate

<p>This very flexible mandate is offered to the client when the constraints imposed on us do not allow us to apply discretionary management.</p>
<p>Some examples of constraints :</p>
 <ul>
<li>weighting by asset class</li>
<li>sector limitation</li>
<li>management with a particular bias (thematic, …)</li>
</ul>

Personalized mandate

<p>We manage our own range of investment funds as well as those of other institutions that have mandated us for this purpose, and under their label.</p>

Investment fund management

<p>Through our network, we are able to propose projects, operational companies, or real estate projects. These projects are of the highest quality with several variants :</p>
<ul>
<li>direct participation (total or partial)</li>
<li>indirect investment (investment funds)</li>
</ul>

Private equity

Activities

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Contact

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<p>OakHill Asset Management SA focuses its management strategy on diligence and loyalty within a regulated and highly professional framework, with the main objectives of preserving capital by seeking an positive absolute return best suited to each risk profile. Our management profiles are not fixed, unlike those of banking institutions, and therefore allow us to be more liquid if market conditions were to deteriorate drastically.</p>

<p>We have developed our own proprietary tool, MTV “Market Timing View”, allowing us to identify market opportunities at all times through a methodology and a systematic approach which is transparent and understandable by all the actors in the financial markets. From this approach flows our selection of stocks, management of equity funds and structuring of tailor-made products.</p>

<p>Our dynamics and availability are also put at the service of a clientele wishing to be advised and followed when taking a position. We accompany you from the opening of a position until the closing  by offering you real-time reporting at the frequency you have chosen.</p>

<p>OakHill Asset Management SA is autonomous from its custodian banks, fund managers and financial analysts. This gives us total freedom in the selection of investment vehicles which we offer to our clients. In addition, it also allows our clients to deposit their assets with the depository bank of their choice.</p>

<p>OakHill Asset Management SA also puts its network and access at the service of its clients, whether for legal advice, setting up companies, estate planning, financing, private equity, pre-ipo.</p>


Philosophy

<p>Our management style stems from our own proprietary tool, MTV “Market Timing View”, which is based on a fundamental approach combined with technical analysis thus enabling us to better manage the timing of purchases/sales as well as the quantification, in terms of risk/return, of any specific position.</p>
<p>Our main objectives are the preservation of capital by seeking a positive absolute return. Our management is tailor-made for each of our clients, taking into consideration their desires and specificities of each of them.</p>
<p>Our management profiles are not fixed, unlike those of banking institutions, and therefore allow us to be more liquid if market conditions were to deteriorate drastically.</p>

Our Investment Approach

<p>OakHill Asset Management SA is a wealth management company subject to the rules of conduct issued by the self-regulated organisation SO-FIT approved by FINMA (the Swiss Financial Market Supervisory Authority), aimed to combat money laundering and the financing of terrorism in the financial sector (LBA) and ensure compliance with the rules of conduct relating to the exercise of the profession of independent asset management.</p>

<p>OakHill Asset Management SA only deals with investment operations and advice. Transfers and withdrawals can only be ordered by the client whose assets are deposited with the custodian bank of his choice.</p>



Security

Financial information tools

Business

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<p>To be able to identify, at all times, the opportunities in the market through a methodology and a systematic approach, transparent and understandable by all the actors in the financial markets.</p>

<p>Using the entire universe of assets covered by the analysts of our partner’s custodian, we are making the most of the utilization of our expertise, making sure that our selection is in line with the strategy defined with the client.</p>

<p>We are offering relevant opportunities linked to up-to-date world news and this can be applied to all types of clients, risk-averse or not.</p>

Objectives

<p>This regroups the expertise of all our partner’s custodians and other sources :</p>
<ul>
<li>Bloomberg</li>
<li>Financial analysts</li>
<li>Capital markets</li>
<li>Funds</li>
<li>Structured products</li>
</ul>

Means

<p>Mix qualitative (Research) to quantitative (Timing & Graphics) by the synthesis of markets data and the universe of equity followed by our partner’s custodians (and other sources) through an automated methodology and systematic, in teal time, by means of the MTV "Market Timing View".</p>

<p>The signals delivered are simple (up, down), understandable (neutral, positive, negative) and visually speaking (red, green).</p>

<p>Selection is confirmed by graphs and, as a result, quantifiable in terms of risk/reward.</p>

<p>Multiple investment solutions :</p>
<ul>
<li>equities</li>
<li>currencies, commodities</li>
<li>funds</li>
<li>structured products</li>
<li>options strategy</li>
</ul>

Solutions 

Platform

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Investment process

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OakHill Asset Management SA puts its network and access at the service of its clients, whether for legal advice, setting up companies, estate planning, financing, private equity, pre-ipo.

Custodian partner banks

Activities

adjustMandate of discretionary management

track_changesAdvisory mandate

manage_accountsPersonalized mandate

calculateInvestment fund management

calculatePrivate equity