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Olympic
Wealth
Our history, our pedigree
3
5
7
9
11
Benjamin Graham’s book
called ‘Security Analysis’
became the blueprint for a
new style of investing called
‘Focus Investing’.
Company overview
Our ethics
Our investment strategy
Risk management
Client goals and our standards
Olympic Wealth is a thriving brand that is continuing to flourish and expand. The
Directors of Olympic Wealth have extensive investment experience having successfully
invested in global markets; creating wealth for individuals, families and corporations for
nearly twenty years.
Our board at Olympic Wealth has a depth of experience drawn from a variety of
backgrounds related to the investment industry, such as economics, finance, fund
management and banking. Furthermore, our independent board members have
international experience in numerous countries including the UK, Malaysia, the Middle
East, Singapore, China and the Caribbean.
Designed with our industry partners, our aim is to provide you, our valued clients, with
a range of high caliber, sustainable, profitable funds to help you achieve your financial
goals.
Our Investment Manager, Pathway Asset Management, prides itself in being at the
forefront of service, quality and innovation. They operate in diverse markets throughout
the globe with strategically placed international offices currently in London, Monaco,
and shortly, Southeast Asia.
We have a strong focus on fiscal prudence and collectively, we at Olympic Wealth and
Pathway Asset Management, execute our fiduciary duties to protect clients with the
utmost of integrity and transparency.
Company overview
3
“Rule No. 1:
never lose money;
rule No. 2:
don’t forget rule No. 1.”
Warren Buffett
Source: The Tao of Warren Buffett
1962Warren Buffett became a
millionaire using Benjamin
Graham’s techniques.
5
At Olympic Wealth we believe that successful, long-term client relationships, are
founded on good ethics. We carry out our responsibilities with honesty, integrity and
due care, while exercising independent judgement at all times.
The Directors have themselves invested in the Funds. This, we believe, enhances
credibility that the assets of the Funds are managed responsibly.
We have a genuine concern for the welfare of your investments and how this impacts
on your family and their future. We value your business, and pride ourselves on
our dependability, while adhering to the highest standards of professional wealth
management.
Our ethics
“When we own portions
of outstanding businesses
with outstanding
managements,
our favourite holding
period is forever.”
Warren Buffett
Source: Letter to shareholders 1988
1990Warren Buffett became a
billionaire.
7
Olympic Wealth’s investment objective is to provide capital appreciation over the
medium to long term investment cycles, the bedrock of which is seated in Warren
Buffett’s ‘Focus Investing’ approach.
The principles of Focus Investing date back to the early 1930’s which were codified in
Benjamin Graham’s book ‘Security Analysis’ in 1934. This has stood the test of time
over the past 80+ years and still resonates today with Warren Buffett being the biggest
proponent of this style.
Focus Investing involves investing in equities from the perspective of buying into a
business which is well run, has a distinct marketing edge and has a high probability
of above average performance. Olympic Wealth adheres to the following guiding
principles:
•	 We aim to purchase assets that have a sustainable competitive advantage, or
	 ‘moat’ around them, holding them long term to compound the benefits.
•	 We purchase assets for significantly less than their book value.
•	 We concentrate on holding a small number of high caliber assets rather than over
	 diversifying, preferring to hold quality over quantity.
•	 We focus on return on equity (ROE) rather than earnings, which can be fleeting.
	 We believe that this long term approach of increasing return on equity will
	 have a more profound effect on an asset’s value compared to earnings.
•	 A low debt/equity ratio is an important factor in selecting assets, as high debt
	 used to finance operations can result in volatile earnings.
•	 Any assets purchased must be currently producing, or will be capable of
	 producing, regular dividends to the Fund.
•	 Profit margins should be high and preferably, increasing.
•	 We will seek out extraordinary investments in unusual markets that we believe will
	 excel in the coming years.
Our investment strategy
“It’s far better to buy a
wonderful company
at a fair price
than a fair company
at a wonderful price.”
Warren Buffett
Source: fortune.com
2008Warren Buffett became
the worlds
wealthiest
man.
9
The perception of risk management is fundamentally changing with today’s economic
climate, as it has an important bearing on predicting revenues from transactions.
We view risk in terms of opportunity cost. Volatility provides us the opportunity to invest
at an advantageous cost, and we have the fortitude to ride out any market movements.
This long term approach, irrespective of short-term market fluctuations, enables us to
compound our growth over the long term.
A vital component of fund management is liquidity. Our team is always mindful that
liquidity not only aides our capital in/outflows, but also helps us to take advantage of
market fluctuations where and when they arise.
The management team constantly review daily market conditions and macroeconomic
data, performing a weekly analysis of the Funds’ performance. This enables us to
monitor our investments and focus on growing them above and beyond the ‘Hurdle
rates’. ‘Hurdle rates’ refer to the rate of return that our Fund Manager must surpass
before qualifying for any performance fee.
Capital preservation underpins every decision the team makes, providing you, our
valued clients, with the confidence that we are protecting the value of your assets.
Risk management
“Price is what you pay.
Value is what you get.”
Warren Buffett
Source: fortune.com
At Olympic Wealth we are focused on building our
brand in the major continents and will strive to give
you the best investment experience possible, helping
you create wealth and provide for your future.
The future
2011Olympic Wealth
was born to follow
these principles.
11
Our goal is to grow our Funds’ profitability, while maintaining a high degree of fiscal
prudence.
In addition to seeking long term, consistent gains, we firmly believe that you, our
valued clients, deserve a more informed connection with your investments and those
managing it.
We believe that you wish to understand the investment process and seek to have a
belief that the Directors of the Fund, the staff and the Financial Advisor dealing with
your investments always have your best interests in mind.
We have a highly client-centric service standard, which is essential to our success and
we continually disseminate intuitive, insightful information to you and your Financial
Advisor. We believe this fosters a real sense of understanding and involvement, coupled
with a two way dialogue and complete transparency.
Client goals and our standards
“I always knew I was
going to be rich. I don’t
think I ever doubted it for
a minute.”
Warren Buffett
Source: fortune.com
Note: Funds are invested in USD or currency equivalent.
Disclaimer: This document and the information it contains has been produced by Olympic Wealth Management in conjunction with the Fund Manager, Pathway Asset Management with the aim of
providing information to current and prospective investors to the Fund.
It should be noted that the document itself, does not represent an offering and should be read in conjunction with the Fund’s Offering Memorandum which provides detailed information on the Fund
including investment type, investment strategy and leverage limits. Please note that past performance does not guarantee future payments and that the value of the income derived from investments
may fluctuate up or down and investors into the Fund may not get back their original investment.
Further information regarding Olympic Wealth Fund can be obtained from the Offering Memorandum document available on our website: www.olympicwealth.com
Segregated Portfolio Company
Olympic Wealth Fund SPC
Website:			 www.olympicwealth.com
Email:			 enquiries@olympicwealth.com
Investment Manager
Pathway Asset Management	 Winchester House
			 259-269 Old Marylebone Road
			 London NWI 5RA
Website:			 www.pathwayam.pro
Email:			 enquiries@pathwayam.pro
For further information
Telephone:		 +44 (0) 203 755 3457
Facsimile:			 +44 (0) 207 170 4001

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Olympic Wealth Fund Corporate brochure

  • 2. 3 5 7 9 11 Benjamin Graham’s book called ‘Security Analysis’ became the blueprint for a new style of investing called ‘Focus Investing’. Company overview Our ethics Our investment strategy Risk management Client goals and our standards
  • 3. Olympic Wealth is a thriving brand that is continuing to flourish and expand. The Directors of Olympic Wealth have extensive investment experience having successfully invested in global markets; creating wealth for individuals, families and corporations for nearly twenty years. Our board at Olympic Wealth has a depth of experience drawn from a variety of backgrounds related to the investment industry, such as economics, finance, fund management and banking. Furthermore, our independent board members have international experience in numerous countries including the UK, Malaysia, the Middle East, Singapore, China and the Caribbean. Designed with our industry partners, our aim is to provide you, our valued clients, with a range of high caliber, sustainable, profitable funds to help you achieve your financial goals. Our Investment Manager, Pathway Asset Management, prides itself in being at the forefront of service, quality and innovation. They operate in diverse markets throughout the globe with strategically placed international offices currently in London, Monaco, and shortly, Southeast Asia. We have a strong focus on fiscal prudence and collectively, we at Olympic Wealth and Pathway Asset Management, execute our fiduciary duties to protect clients with the utmost of integrity and transparency. Company overview 3 “Rule No. 1: never lose money; rule No. 2: don’t forget rule No. 1.” Warren Buffett Source: The Tao of Warren Buffett
  • 4. 1962Warren Buffett became a millionaire using Benjamin Graham’s techniques.
  • 5. 5 At Olympic Wealth we believe that successful, long-term client relationships, are founded on good ethics. We carry out our responsibilities with honesty, integrity and due care, while exercising independent judgement at all times. The Directors have themselves invested in the Funds. This, we believe, enhances credibility that the assets of the Funds are managed responsibly. We have a genuine concern for the welfare of your investments and how this impacts on your family and their future. We value your business, and pride ourselves on our dependability, while adhering to the highest standards of professional wealth management. Our ethics “When we own portions of outstanding businesses with outstanding managements, our favourite holding period is forever.” Warren Buffett Source: Letter to shareholders 1988
  • 6. 1990Warren Buffett became a billionaire.
  • 7. 7 Olympic Wealth’s investment objective is to provide capital appreciation over the medium to long term investment cycles, the bedrock of which is seated in Warren Buffett’s ‘Focus Investing’ approach. The principles of Focus Investing date back to the early 1930’s which were codified in Benjamin Graham’s book ‘Security Analysis’ in 1934. This has stood the test of time over the past 80+ years and still resonates today with Warren Buffett being the biggest proponent of this style. Focus Investing involves investing in equities from the perspective of buying into a business which is well run, has a distinct marketing edge and has a high probability of above average performance. Olympic Wealth adheres to the following guiding principles: • We aim to purchase assets that have a sustainable competitive advantage, or ‘moat’ around them, holding them long term to compound the benefits. • We purchase assets for significantly less than their book value. • We concentrate on holding a small number of high caliber assets rather than over diversifying, preferring to hold quality over quantity. • We focus on return on equity (ROE) rather than earnings, which can be fleeting. We believe that this long term approach of increasing return on equity will have a more profound effect on an asset’s value compared to earnings. • A low debt/equity ratio is an important factor in selecting assets, as high debt used to finance operations can result in volatile earnings. • Any assets purchased must be currently producing, or will be capable of producing, regular dividends to the Fund. • Profit margins should be high and preferably, increasing. • We will seek out extraordinary investments in unusual markets that we believe will excel in the coming years. Our investment strategy “It’s far better to buy a wonderful company at a fair price than a fair company at a wonderful price.” Warren Buffett Source: fortune.com
  • 8. 2008Warren Buffett became the worlds wealthiest man.
  • 9. 9 The perception of risk management is fundamentally changing with today’s economic climate, as it has an important bearing on predicting revenues from transactions. We view risk in terms of opportunity cost. Volatility provides us the opportunity to invest at an advantageous cost, and we have the fortitude to ride out any market movements. This long term approach, irrespective of short-term market fluctuations, enables us to compound our growth over the long term. A vital component of fund management is liquidity. Our team is always mindful that liquidity not only aides our capital in/outflows, but also helps us to take advantage of market fluctuations where and when they arise. The management team constantly review daily market conditions and macroeconomic data, performing a weekly analysis of the Funds’ performance. This enables us to monitor our investments and focus on growing them above and beyond the ‘Hurdle rates’. ‘Hurdle rates’ refer to the rate of return that our Fund Manager must surpass before qualifying for any performance fee. Capital preservation underpins every decision the team makes, providing you, our valued clients, with the confidence that we are protecting the value of your assets. Risk management “Price is what you pay. Value is what you get.” Warren Buffett Source: fortune.com
  • 10. At Olympic Wealth we are focused on building our brand in the major continents and will strive to give you the best investment experience possible, helping you create wealth and provide for your future. The future 2011Olympic Wealth was born to follow these principles.
  • 11. 11 Our goal is to grow our Funds’ profitability, while maintaining a high degree of fiscal prudence. In addition to seeking long term, consistent gains, we firmly believe that you, our valued clients, deserve a more informed connection with your investments and those managing it. We believe that you wish to understand the investment process and seek to have a belief that the Directors of the Fund, the staff and the Financial Advisor dealing with your investments always have your best interests in mind. We have a highly client-centric service standard, which is essential to our success and we continually disseminate intuitive, insightful information to you and your Financial Advisor. We believe this fosters a real sense of understanding and involvement, coupled with a two way dialogue and complete transparency. Client goals and our standards “I always knew I was going to be rich. I don’t think I ever doubted it for a minute.” Warren Buffett Source: fortune.com
  • 12. Note: Funds are invested in USD or currency equivalent. Disclaimer: This document and the information it contains has been produced by Olympic Wealth Management in conjunction with the Fund Manager, Pathway Asset Management with the aim of providing information to current and prospective investors to the Fund. It should be noted that the document itself, does not represent an offering and should be read in conjunction with the Fund’s Offering Memorandum which provides detailed information on the Fund including investment type, investment strategy and leverage limits. Please note that past performance does not guarantee future payments and that the value of the income derived from investments may fluctuate up or down and investors into the Fund may not get back their original investment. Further information regarding Olympic Wealth Fund can be obtained from the Offering Memorandum document available on our website: www.olympicwealth.com Segregated Portfolio Company Olympic Wealth Fund SPC Website: www.olympicwealth.com Email: enquiries@olympicwealth.com Investment Manager Pathway Asset Management Winchester House 259-269 Old Marylebone Road London NWI 5RA Website: www.pathwayam.pro Email: enquiries@pathwayam.pro For further information Telephone: +44 (0) 203 755 3457 Facsimile: +44 (0) 207 170 4001