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Multi faceted

Tony Yousefian, chief investment officer and founder of OPM Fund Management, which was started in 2003, manages a variety of multi-asset funds. Tony has had a first-class career, ending up as a director of Smith & Pinching Portfolio Management before founding OPM.

The most interesting fund he manages is the OPM equity high-income portfolio fund, a multi-asset multi-manager fund covering a wide variety of worldwide asset classes.

Some of the biggest holdings include UK equity income funds such as Threadneedle UK equity income and Artemis income, a couple of UK growth funds, JO Hambro UK opportunities and Threadneedle UK select, a few direct equities, a holding in Resolution Argonaut European income fund and an agricultural fund – CF Eclectica agricultural.

Yousefian has also just bought Axa Framlington biotech fund as he believes that a number of factors make the biotechnology sector attractive due to mergers and acquisitions and joint licensing agreements with big pharmaceutical concerns.

In addition, he has some holdings in the Far East, some commodity funds and a big exposure to structured products, including holdings in reverse convertibles, which enable him to get a high coupon, thus reducing the risk of investing directly into equities.

I believe this fund to be safer than most other multi-manager funds because of its wide spread of investments.

I expect him to achieve outstanding results because he blends technical analysis with fundamental qualitative research through in-depth interviews with a wide variety of fund managers. I believe this is a fund that all investment advisers should consider for their clients.


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