What is the background to the fund (Name of fund, Launch date, principals, manager/s, current AUM)?
NM: The Oberon Strategic Fund started trading in October 2003, and currently has USD 10 million AUM. It is run by Oberon Asset Management Ltd., based in the UK, which was founded in 1998 by the same Principals who run it today. Helen Gorton and Nick Mann are based in the UK, and Colin Mills is in Brisbane, where he works as a consultant to Oberon. Colin is responsible for the fund’s stock selection. The fund is a long / short fund investing in Japanese companies with market caps below USD 2 billion. HW: Who are your service providers? NM: The fund’s administrator is Goldman Sachs Dublin, and Goldman are also its Prime Broker. The company’s lawyers are Simmons and Simmons, and the fund is audited by Ernst and Young. HW: How and where do you distribute the fund? What is your current and targeted client base? NM: The fund’s limited capacity means that we are targeting specialist Asian fund of funds or smaller institutions and family offices. The fund appears to be relatively non-correlate
