Our investment approach

Our investment approach is our key differentiator. Through advanced portfolio construction and institutional-grade risk management, we ensure our clients’ portfolios are aligned to individual values, resilient, and adaptable.

We have designed an investment philosophy that preserves wealth through a wide range of economic conditions. Our approach aims to achieve:

True diversification – a statistically robust level of diversification designed to handle a wide range of economic conditions and market shocks.
Resilience and stability – better volatility and drawdown management to minimise the near-term impact on compounding, improving the consistency of performance.
Better decisions –robust diversification, low volatility, and muted drawdown profile focused on long-term outcomes and reduces the need to make decisions under stress.

Our investment beliefs

Our investment beliefs shape our investment approach.

Client capital is sacrosanct
Our clients are the focal point of our investment process
Aligning to values improves engagement; better engagement improves outcomes
A long-term perspective has benefits
Asset allocation and portfolio construction dominate returns. This should be maximised
Timeframes are important and should be personalised
Risk is multi-dimensional, dynamic and should be monitored and managed
Markets are dynamic; timing them is difficult
Active skill is rare but valuable
Effective implementation adds value

Our investment approach

Our investment approach is our key differentiator. We construct personalised portfolios, aligned to individual values, that seek the best return for a desired level of risk. This delivers superior outcomes.

Omnia Capital Partners strives to provide the best service and advice in the Australian market.

Our focal point is our client. We are dedicated to ensuring their capital is protected and provided with every opportunity to grow. Each relationship is unique.

We work tirelessly to understand client priorities so that we might translate values and goals into considered portfolios.
In our experience, a tailored asset allocation and coherent portfolio construction process that combines expert investment managers, selected without incentive or conflict, delivers the best outcome.

Our priorities

Alignment

We construct portfolios that align to client values and seek the best return for a desired level of risk. We align portfolios to carefully selected timeframes, favouring the long-term where possible. We invest our own capital alongside our clients.

Risk Management

We view risk as multi-dimensional and plan to protect against the unexpected by working to understand factors that could affect portfolios. True diversification is difficult but highly beneficial.

Resilience

We invest considerable time in search and diligence to create portfolios that demonstrate significant resilience. This maximises the potential for compounding.

Efficiency

We seek to minimise friction through efficiency. This permeates our search and diligence activities, through to our investment exposure selection, cost management, and implementation processes.

Partnership

We build long-term relationships with our clients, and with exceptional, focussed, and expert investment managers who show a measurable ability to differentiate opportunity from noise.

Quality

We prefer those that invest in quality. This means those that search for businesses achieving high returns on their organic operations, with robust balance sheets and exceptional management teams. We demand a keen focus on the price paid.