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OBEX Investments LLC
       
 
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OBEX Investments LLC
 
 
Overview: 

Asset Manager Selection Services

   Customized managed account programs; allocation of assets to external managers is based upon objective market analysis, vetted by careful due diligence, and with an emphasis on minimizing risk and maximizing reward.
   Product expertise across both traditional long-only managers, who utilize little if any leverage, to alternative managers, such as hedge funds, private equity and venture capital.

Other Consulting Services

   OBEX is active in offering advisory services to private enterprises in the acquisition, disposition and restructure of varied assets.
   Risk Management.
   Precious Metal and PGM financing and leasing.
   Structured Business Transactions.
   Special Purpose Vehicles.
In-House Funds Management
Market Neutral Fixed Income Strategies & Quantitative Equity Strategies

   OBEX utilizes proprietary models across different asset classes.
   Results are uncorrelated with market direction and are enhanced through leverage.
   Goals are low monthly volatility with a level of risk commensurate with the expected returns.

Hedge Fund Platform-Services for New Managers

   OBEX provides low cost hedge fund solutions for new managers.
   Bermuda registered Segregated Asset Class platform incorporating legal, administrative and accounting services.
   Infrastructure including compliance, back office and office space.
   Various prime brokerage services, execution destinations and enhanced leverage providers depending on the requirements of the manager.
History: 

OBEX Investments LLC, is a registered investment advisor.  Founded in 1998, by Randy Katzenstein,  “Investments” was formed to meet the demands of a growing investor community that recognizes the added benefits in dealing with a boutique advisory and consulting firm.  Our clients include high net worth individuals, pension funds, university endowments, public funds and insurance companies.


 
 
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