At Omega, our investment strategy begins with a “top down” analysis of the Global economy where we consider a variety of factors, including GDP growth factors and how these affect industries or sectors, demographic changes, triggers of changes in interest rates, currency risk and inflation changes.

We then do a “bottom up analysis” of individual companies including analyzing annual reports with emphasis on foot notes to enable us understand hidden risk, comprehensive analysis of balance sheet and cash flow statements, conducting intensive due diligence on companies and intensive research of the investment industry in order to understand the market dynamics.