OBEX Investments LLC
Offering Unbiased Alternative Asset Allocation Into The Marketplace
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.
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.