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Approach
Philosophy
Focus
ESG
Climate Action

We are proactive equity investors primarily focused on increasing our clients' wealth through fundamental bottom-up stock selection.

Our Approach

At Orus Capital Group, we understand that investors seek experienced investment managers who can outperform the market. Our investment experts share a comprehensive approach and competitive advantage, focusing on promoting long-term growth. As an investment company, we employ a bottom-up, benchmark-agnostic strategy and strive for a high active share—elements that we believe lead to enduring and consistent performance.

We believe that what sets Orus Capital Group apart is our responsibility, congruity, expertise, and results.

 

  1. Accountability
  2. Alignment
  3. Experience
  4. Performance
  1. The business enables our investment professionals the opportunity to make efficient decisions and take responsibility for delivering quality results.
  2. We believe minimizing downside in volatile markets can provide investors with the best opportunity to compound their capital when markets being to trend upwards.
  3. Our investment teams consist of professionals with over 100 years of combined investing experience.
  4. Our focus is to grow our clients’ wealth over the medium to long term by focusing on long-term compounding and thoughtful risk management.

Our Philosophy

Bottom Up Investors

We employ a fundamental bottom-up approach to construct a diverse portfolio of companies that we expect will gradually increase value for shareholders.

While geopolitical and macroeconomic factors influence our country allocations and the sizing of individual positions, we view macro analysis as a supplementary tool to our bottom-up assessment of potential risks and rewards.

Business Analysts

Primarily, we function as business evaluators, focusing on understanding key factors such as competitive position, typical earnings potential across a business cycle, adeptness in capital allocation, integrity and incentives, along with robust corporate governance. Our qualitative analysis reaches well beyond the boundaries of financial statements.

Generalists

We strive for diversification across sectors and regions, and as generalists, our portfolio managers and analysts have the freedom to explore the most promising opportunities wherever they arise within a strategy’s investable universe.

Our Focus

At Orus Capital Group, our goal is to foster long-term growth for our investors.

We aim to meet our core commitment by combining thorough in-house research with a systematic approach to portfolio construction.

  1. Compounding
  2. Generalist
  3. Capacity
  4. Risk v Reward
  1. We believe minimizing downside in volatile markets can provide investors with the best opportunity to compound their capital when markets being to trend upwards.
  2. Rather than focusing on specific regions or sectors, our investment teams are generalists who take a broad market view.
  3. We manage limited capacity strategies with a goal of exceeding the return expectations of our clients while focusing on thoughtful risk management.
  4. We oversee select capacity strategies with the objective of surpassing our clients' return expectations, while maintaining an attentive approach to risk management.

Our ESG Approach

Orus Capital Group is a signatory of the Principles for Responsible Investing. We acknowledge our duty to assess the potential financial impacts of companies' exposure to and management of environmental, social, and governance (ESG) issues.

At Orus Capital Group, we view the integration of responsible investing as a fundamental component of our investment process.

Our Climate Action Plan

As a firm, we are committed—both as a business and as investors—to ensuring that significant climate risks are managed appropriately, that our impact on negative climate outcomes is minimized as much as possible, and that we use our influence whenever feasible to encourage positive action.

The investment strategies outlined here are offered by Orus Capital Group through institutional separately managed accounts. The information and strategies discussed are strictly for illustrative and educational purposes and are primarily intended for institutional investors. They are not a recommendation, offer, or solicitation to buy or sell securities or to engage in any investment strategy. There is no guarantee that any of the strategies discussed will be successful. Past performance does not guarantee future outcomes. Every investment carries some level of risk. While there is the possibility of profit, there is also the possibility of loss.