Orchard Investment Management is a South African firm specialising in the design, construction & management of superior investment solutions.
Unwavering Commitment to Consistency
Orchard Investment Management was established in 2015 with a solid track record and offers investment options for institutional and individual investors.
Superior Performance and Returns
Decades of experience navigating the markets and the ability to stay curious about the world around us has served our clients incredibly well.
Who We Are
Orchard Investment Management is a South African firm specialising in the design, construction and the management of superior investment solutions.
Unwavering Commitment to Consistency
Orchard Investment Management (OIM) was established in 2015 with a solid track record and offers a variety of investment options for institutional and individual investors.
Superior Performance and Returns
Decades of earned experience navigating the markets and the ability to stay curious and agile about the world around us has served our clients incredibly well.
Approach
Our Approach
Analysis
On the ground, global fundamental research is the foundation of our investment approach. Our investment professionals collaborate on detailed fundamental analysis, integrating knowledge across regions, sectors, and asset classes to arrive at unique insights.
Investment
Our team makes investment decisions based on an analysis of in-depth research and a strong operations infrastructure. This model allows our team to focus on what we do best:invest your capital.
Risk Management
Risk management is integral to our portfolio construction. We provide objective monitoring of our portfolios to ensure we balance the risk and return enabling our investment strategies to deliver their expected pattern of performance.
Analysis
On the ground, global fundamental research is the foundation of our investment approach. Our investment professionals collaborate on detailed fundamental analysis, integrating knowledge across regions, sectors, and asset classes to arrive at unique insights.
Investment
Our team makes investment decisions based on an analysis of in-depth research and a strong operations infrastructure. This model allows our team to focus on what we do best:invest your capital.
Risk Management
Risk management is integral to our portfolio construction. We provide objective monitoring of our portfolios to ensure we balance the risk and return enabling our investment strategies to deliver their expected pattern of performance.
Our Process
Our investment process involves the following steps:
Identification
Research and analysis of multiple investment opportunities to identify those with a track record of strong performance and a suitable investment strategy.
Due Diligence
A thorough due diligence assessment is done before any final investment decision to ensure the sustainability of the investment.
Monitoring and Support
Ongoing monitoring of performance and portfolio construction with regular evaluations to assess whether investment objectives are met.
Communication
Regular communication with investors to provide updates on the portfolio performance and recommended changes to be implemented.
Risk Management
Implementation of risk management strategies to mitigate the potential impact of market volatility.
Performance Evaluation
Measuring the performance of the investment with respect to a benchmark, in both absolute and relative terms.
Our Process
Our investment process involves the following steps:
Identification
Research and analysis of multiple investment opportunities to identify those with a track record
of strong performance and a suitable investment strategy.
Due Diligence
A thorough due diligence assessment is done prior to any final investment decision to ensure the sustainability of the investment.
Monitoring and Support
Ongoing monitoring of investment performance as and portfolio construction with regular evaluations
to assess if the client's investment objectives are met.
Communication
Regular communication with investors to provide updates on portfolio performance as well as any recommended changes to be implemented.
Risk Management
Implementation of risk management strategies to mitigate the potential impact of market volatility.
Performance Evaluation
Measuring the performance of the investment with respect to a benchmark, in both absolute and relative terms.
