The Nimble Advantage: Oberon Investments' Approach to UK Wealth Management and UK Small-Cap Potential

UK wealth and capital markets are a significant niche on the global stage, and opportunity abounds.

Fragmented investment offerings, extreme valuation opportunities in the small cap space, and over £5tn of intergenerational wealth transfers, estimated to occur over the next 20 years. It all adds up to an intriguing cocktail of opportunity for those willing to build & acquire.

In this Curated Channel episode, we aim to understand how Oberon Investments is positioning themselves to capitalise on some of these trends. In a different format, we have 3 legs to the conversations.

First, CEO Simon McGivern sets the stage in explaining the genesis and vision of Oberon. Why is the opportunity so compelling? Who are the backers? Why are they aiming to offer an alternative to the larger, consolidated businesses?

Next, Richard Penny, a highly regarded veteran of the small-cap space, explains why he believes the UK offers some of the most compelling investment opportunities he can remember in his career.

Finally, senior portfolio managers Peter Martin and Toby Clothier explain the investment approach, the opportunities they see, and why they don’t fit in with the more typical approach found in this space.

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DISCLAIMER
This material has been prepared by Oberon Investments Ltd and is authorised and regulated by the Financial Conduct Authority. This material is intended for investment professionals, not for retail or for onward dissemination.

Fund literature can be found by searching for TM Oberon UK Smaller Companies Fund at https://www.tutman.co.uk/literature/

The TM Oberon UK Smaller Companies Fund was previously named the TM CRUX UK Smaller Companies Fund. This change became effective on 13 December 2024.

The information contained in this document has been prepared using all reasonable care however, it is not guaranteed as to its accuracy and is published solely for information purposes only. Our opinions are subject to change without notice and we are not under any obligation to update or keep this information current. Oberon Investments Ltd, or any of its associated trading names, does not guarantee the performance of any investment and past performance is not necessarily a guide to future performance. The value of investments may go up or down and you may not get back the amount you have invested, and it may be affected by exchange rate variations.

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