Omba Advisory & Investments Ltd

Director David Pierson discusses how the partnership with SIX Financial Information and FINBOURNE Technology has enabled Omba to streamline processes across portfolio management, research and reporting.

Omba's Sean Ashton Shares 15 Lessons learned from Two Decades in Financial Markets — A Must-Read for Everyone! Published by Daily Maverick #MarketInsights #Investing #FinancialWisdom #WealthManagement

From Potchefstroom to Gqeberha - an incredible two weeks on the road with The Collaborative Exchange - engaging in thought-provoking discussions at the #InvestmentThinkTank events across South Africa. Well done to Kevin Hinton, Jason Hinton, Debbie Lee Hinton, and team for organising such successful, well attended events!

Director David Pierson discusses the benefits of the FINBOURNE Technology LUSID system and how Omba is building a world class scalable architecure.

In an interview with BizNews editor Alec Hogg, Omba Advisory & Investments Ltd’s Sean Ashton elaborates on his recent research report, exploring the investment appeal of the traditional S&P 500 index versus its equally weighted counterpart. Ashton frames the discussion as a modern take on the classic Growth vs. Value debate. He uses Nvidia, a notable superstock, to illustrate the complexities and challenges investors face in the current market. Ashton emphasizes that there is no straightforward answer, highlighting the need for careful consideration in investment strategies amid evolving market dynamics.

Watch our latest BizNews Interview: A rational perspective on Wall Street’s ‘Great Rotation’. In this interview, OMBA’s Sean Ashton delves deeper into last week’s research report, where he unpacked the relative appeal of investing in the traditional S&P500 index and its equally weighted cousin – explaining how it is essentially a call on the timeless debate of Growth vs Value. Ashton uses the example of superstock Nvidia to explain how there is no simple answer to the current conundrum investors face. He spoke to BizNews editor Alec Hogg. https://lnkd.in/dnny5uMG

A topic which has gained prominence within fund management circles recently is the ever-rising concentration of the S&P500 index in a “few big winners” and, equally, the extent of divergence of valuations between the market capitalization weighted index and its equally weighted peer. Read Sean Ashton's insights on index concentration and valuations in our latest opinion piece published by BizNews. https://lnkd.in/dtP3ZmwV

We are delighted to announce we have added Omba Advisory & Investments Ltd's Managed Portfolio Service (MPS) to our growing range of over 900 model portfolio solutions. Omba MPS is aimed at advisers and designed to provide transparent, cost-effective and tax-efficient access to global and multi-asset managed portfolios. Read more: https://hubs.ly/Q02Ffcrn0

Most investors know of, have heard of, or use multi-asset class portfolios which may be made up of bonds, equities, commodities and alternative assets (e.g. hedge funds, private equity, venture capital). Blending the right ingredients for these asset classes and appropriate and suitable asset allocations is a debatable topic, and from one firm to the next the soup might look and taste different. In this article we ask some important questions that investors should be asking their wealth and asset managers, and provide our thoughts and answers to these questions. Multi-Asset Portfolios: 10 Questions you should be asking… (https://lnkd.in/ekJpe_9x)

https://lnkd.in/efMW2ShS