Eric G. Ouellet

OAM is actively committed to maximizing their clients’ long-term returns while protecting their capital. They apply a high-tech, disciplined management approach based on thorough analysis of securities and issuers, well-defined risk management and sound investment selection. With the application of specific qualitative filters, each of the firm’s strategies has been developed with a specific process that integrates the following analysis: fundamental, technical, market sentiment, and seasonality.

LODHM’s investment strategy is based on the development of macroeconomic forecasts and various investment scenarios. Their research tracks a universe of global securities, although advice is not limited to this selection. The firm employs a proprietary evaluation methodology called the 3-pillar approach. The process is based on a common analysis matrix covering financial, social and environmental risks. LODH uses the result in the calculation of each company's risk premium and systematically applies this new standard to the entire universe of stocks they track.

OAM is actively committed to maximizing their clients’ long-term returns while protecting their capital. They apply a high-tech, disciplined management approach based on thorough analysis of securities and issuers, well-defined risk management and sound investment selection. With the application of specific qualitative filters, each of the firm’s strategies has been developed with a specific process that integrates the following analysis: fundamental, technical, market sentiment, and seasonality.