the investment team provides the investment manager with expert advice and recommendations in relation to investment strategy, evaluation of investment opportunities and potential disposals and portfolio management. units in orca global disruption fund, orca global fund and orca asia fund (together referred to as ´funds’) are issued by the trust company (re services) limited in its capacity as responsible entity of the funds (responsible entity). investors should consider the appropriateness of the information available in the pds and tmd, having regard to their personal objectives, financial situation or needs. neither the responsible entity nor the investment manager guarantees repayment of capital or any particular rate of return.
the responsible entity, the investment manager and its advisers (including all of their respective directors, consultants and/or employees, related bodies corporate and the directors, shareholders, managers, employees or agents of them) (parties) do not make any representation as to the accuracy or likelihood of fulfillment of the forward-looking statements or any of the assumptions upon which they are based. actual results, performance or achievements may vary materially from any projections and forward-looking statements and the assumptions on which those statements are based. while the information provided by the investment manager is believed to be accurate the investment manager does not accept responsibility for any inaccuracy or any actions taken upon reliance with the information on this website. neither msci nor any other party involved in or related to compiling, computing or creating the msci data makes any express or implied warranties or representation with respect to such data (or the results to be obtained by the use thereof), and all such parties hereby expressly disclaim all warranties of originality, accuracy, completeness, merchantability or fitness for a particular purpose with respect to any such data.
we strive to produce stable, long-term investment returns for our clients and we know that chasing the “idea of the week” is not an effective strategy. in 2003, shawn decided to return to his roots and founded what was to become orca investment management. roger was born in 1958 and raised in jackson, michigan, however, roger graduated high school in herndon, virginia, after his father took a job with the us government when roger was 16. upon graduation, roger returned to michigan where he received a bachelors of business administration degree in accounting with a minor in economics from western michigan university.after college, roger worked for a few years at coopers & lybrand where he received his cpa license. paula was born in wallace, idaho, in 1947, and is a graduate of mullan (idaho) high school.
bb&h was acquired by orca in january 2013, and he has continued with orca in the same role. her career began in the financial industry in 2006 at kld investment management as operations manager (until 2008) and chief compliance officer. schwab is a registered broker-dealer, and is not affiliated with orca investment managment, llc or any advisor(s) whose name(s) appears on this website. the information contained in the orca investment managment, llc website should not be considered to be either a recommendation by schwab or a solicitation of any offer to purchase or sell any securities. there are no warranties, expressed or implied, as to accuracy, completeness, or results obtained from any information posted on this or any ‘linked’ website.
invest globally for the long-term. orca funds management offers investors exposure to three alternative strategies: asian equities, global equities, and at orca investment management, we focus on managing straightforward investments and not on overall financial planning. however, we foster long-term, trusting we are the investment manager for the orca fund series, which encompasses three global equity unit trusts, including the orca global disruption fund,, orca asia fund, orca asia fund, orca capital aum, orca global fund, orca crypto investors.
global macro economic strategy based hedge fund. website: . industries: investment management. company size: 1-10 employees. orca funds management pty limited has 4 employees at this location and generates $12.00 million in sales (usd). (employees figure is estimated, sales figure orca investment management, llc operates as an investment advisory firm. the company provides investment in stocks, bonds, mutual funds, and exchange-traded, orca capital crypto, orca disruption fund, orca trading, orca global disruption fund asx.
When you try to get related information on orca funds management, you may look for related areas. orca asia fund, orca capital aum, orca global fund, orca crypto investors, orca capital crypto, orca disruption fund, orca trading, orca global disruption fund asx.