Providing An Advantage
Our investment decisions are based on a core set of fundamental principles that guide us on all of our ideas and serve as the basis for all investments made by the fund.
Our unique investment strategy allows us to identify undervalued small-cap companies that few other funds are aware of, and with these investments we are able to provide our partners with a superior investment result.
Our letter to investors explains our goals as an investment partnership as well as the fundamental principles that all of our decisions are based on.
Olympus Wealth Management is organized as an investment partnership for individuals who are interested in having their capital invested in the equities market.
Our partnership consists of a managing partner responsible for the day to day investment activities as well as limited partners whose capital is invested alongside the managing partner's.
We use a timeless set of investment principles to select profitable companies for our partnership to invest in.
Through focus and a rational thought process we aim to provide our partners with a superior investment result.
All rational decision making is based on a unique set of principles set out through the course of life. We take the same approach towards investing by basing all of our investment decisions on a unique set of guiding principles.
Over the course of their lives the world's greatest investors have developed many principles that have served them well throughout their career.
By studying their investments and writings we have found that there are 6 core principles that serve as the foundation of successful investment.
There are over 15,000 publicly traded companies within the United States; the vast majority of which are small-cap seldom followed by analysts on Wall Street.
To give us an advantage we focus on investing companies with under $1 billion in market cap given that these small-cap companies are more likely to go overlooked by other investors given their smaller size.
By consistently looking through these small-cap companies we aim to invest in ones selling for the lowest price in relation to value.
While the partnership occasionally partakes in other investment strategies such as event arbitrage, we find the best opportunities come from investing in small-cap stocks.
6 Principles that All Investors Follow
May 2, 2020
There are two requirements for a security to be considered an investment: 1) A safety of principle 2) An adequate rate of return. If a security is lacking one of these requirements it cannot be considered an investment and should instead be classified as a speculation. In order to be successful, an investor must restrict themselves to securities consisting of both requirements.
Case Study on the Valuation of Oracle
April 3, 2020
In 2019, Oracle saw another year of increased competition as more of the large tech players in the United States tried to move their way into cloud-based data management systems.
Lessons From Warren Buffett's Annual Letter
May 2, 2020
On February 22nd Warren Buffett released his 2019 Letter to Shareholders and as always it was filled with timeless information. The following is a summary of the three most important lessons we took away from this year's letter.
Overview of the Country's Largest Bank
May 6, 2020
It’s been said that there are more banks than bankers; something that seemed to have been proven true during the financial crisis. Fortunately, Jamie Dimon, the CEO and Chairman of J.P. Morgan Chase, has proven to be one of the great bankers of our generation.