'We remain strong advocates of the buy-and-hold strategy'

Model-driven vs human-led portfolios?

Investment management has evolved significantly over the decades.

In the 1980s, markets were driven by information arbitrage—access itself was an edge. That evolved into an era of regenerative information, where data interpretation and speed became key differentiators.

Across every such evolution, alpha has always emerged, typically concentrated among the

10–15 per cent of funds globally that consistently outperform.

While still unproven, we believe data-driven strategies can supplement—not replace—human-led fund management. Investing, after all, is both an art and a science.

With that philosophy, we see technology and human insight co-existing. Most models work well in one-way markets. We intend to be measured adopters of technology. Yet, as a nimble organisation, if we find a model that works, we could be among the first to adapt.

Imagine replicating the biological neural networks of great fund managers in a machine learning model!

Your first fund and trust playbook?

We’ve been in investment management for over a decade.

Our first offering, the Old Bridge Focused Fund, is a natural extension of our long-standing portfolio management strategy.

As equity managers, we began with what we know best: active, focused funds built on deep research and conviction.

Our subsequent offerings will align closely with market needs. We see ourselves managing not just people’s money but expectations. New products will continue to reflect our team’s focus on categories without market-cap restrictions.

On low-friction investing and investor churn.

Information access is now democratised. Real-time access to portfolios, research, and transaction engines has increased mutual fund tradability. Average holding periods have declined with digital investing.

We try to do our bit by improving liquidity and guiding investors toward longer-term decisions and through interim volatility. We remain strong advocates of the buy-and-hold strategy.

Rapid-fire questions

• One AMC you admire (not yours): Fidelity.
• One hot trend you’re glad to have skipped for your investors: Passives.
• One fund manager, past or present, you would love to have on your team: Joel Tillinghast.
• Beyond returns, one criterion you want investors to judge your AMC on: Active weights, a differentiated strategy that compliments investors’ overall asset allocation, including equity.
• If not running an AMC, what would you be doing? Voiceover artist.

This article was originally published on October 25, 2025.