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.