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- Investment Philosophy
ORIX Investment Corporation ("OIC") strives to construct investment portfolios that can make our clients (investors) feel satisfied and reassured, by offering the clients alternative investment profit opportunities through widely diversified asset allocation coupled with thorough and multilateral risk management, which are different from traditional financial assets investments.
However, our investment is speculative in nature and entails substantial risks. There can be no assurances that investment objectives of OIC and its portfolios will be achieved.
1) OIC strives to realize high absolute return
OIC strives to realize high absolute return, placing Managed Futures and Global Macro strategies as its core investments.
2) OIC seeks stable return in the medium to long term
OIC seeks to achieve stable return in the medium to long term by selecting superior investments out of alternative investment areas which have different investment strategies and profit sources from the ones mentioned in (1) above, and thereafter making well-balanced diversification of such selected investments.
3) OIC implements thorough and strict risk management
OIC always monitors a variety of risks from aspects such as operations, legal matters, credit and liquidity in addition to price fluctuation risk and also deals with those risks in a timely and effective way.
1) OIC trades managed futures with proprietary trading system
As a CTA registered with the Commodity Futures Trading Commission (CFTC) in the USA, OIC makes diversified investments in futures markets around the world including those in Asia, utilizing its own trend-following system that has been developed by our trader with his experience over 14 years in actual trading, through which he has nurtured his knowledge and skill to a degree of professional expertise in the area of managed futures.
2) OIC offers unique profit opportunities under strict risk management
Under strict risk management, OIC strives to achieve high return from a long-term perspective and offers our clients (investors) profit opportunities by using managed futures (both buying and selling) in global markets and sectors that differ from traditional investment such as buy-and-hold strategy in equities and bonds and from other alternative investments as discussed in a separate disclosure document of Blue Wave Program.
