02/06/2021
Dear Family, Friends and Partners,
Since march 2020, the economic and social disruptions are enormous, mainly due to the mutating Covid-19 virus but also our non-functional government. Indeed, we are living in dangerous times and the road ahead will be even more unpredictable and challenging. Because of this predicament we are in, we are even more confident that we are doing the right thing and moving in the right direction.
Within the last 27 years of my investment life, I have experienced 3 major economic and financial crises i.e. the 1998 Asian Financial Crisis, the 2008 Great Financial Crisis and the 2020 Great Coronavirus Crisis. What I have observed are:
1. Each crisis is bigger than the previous one
2. All of them created enormous opportunities
3. The wealth gap between the rich and poor widened with each crisis
In this current Global Reset, we see the quickest fall of global demand but also the fastest recovery of stock markets. Within my generation, we are seeing the rise of an economic and military superpower, upsetting the global balance of power. We already witnessed technology and trade wars and possibly military war is on its way. The days of stability are over and global conditions will get more treacherous. It is time to adopt a new and different investing strategy as conventional one is obsolete.
In Omni Capital Partners, we called it Omni Hedge, a multi-asset, multi-strategy portfolio. Since we launched it in July 2020, our model portfolio has outperformed all the key global benchmarks, due to our well-crafted macro strategy and deep-dived micro research. For the last 11 months, Omni Hedge portfolio is up a solid 46%, way above our yearly target of 25%.
Yes, we are ready to invest and the subscriptions to our companies’ shares are now opened (i.e. Omni Capital Partners Sdn. Bhd., Omni Capital Partners Inc. and Omni Ventures Ltd). Please check out our website ocpi.io for more info. We welcome your enquiries and hope to hear from you soon.
Best Regards
Scott Lim
Founding Partner
1st June 2021