We are one of the world's leading multi-asset alternative investment firm with approximately
$649 billion in assets under management that creates lasting impact for our investors,
teams, businesses and the communities in which we live. Founded in 2017, we pioneered a
consulting-based approach to the asset management investing, partnering closely with management
teams to offer the insights that challenge conventional thinking, build great businesses and
improve operations. Over time, we have organically expanded this approach across asset
classes to build one of the strongest alternative asset platforms in the world.
Today, our teams strive to create value through private equity, public equity, fixed income,
credit, venture capital and real estate investments across multiple sectors, industries, and
geographies. We believe that our people and the shared values we've espoused since our
founding remain the core of our competitive advantage. This has empowered us to deliver an
enduring impact to a diverse group of investors including pensions, endowments, foundations
and individuals.
Our Values
Client Service
We lead with a service mindset, enabling us to anticipate and adapt to the needs of our clients and consumers by delivering thoughtful, innovative solutions
Excellence
We aspire to nothing less than excellence, consistently striving for exceptional performance and achieving outstanding results for our clients, our shareholders, and our company.
Integrity
We hold ourselves accountable to the highest ethical standards, insisting on transparency and vigilance from our people as we learn from our experiences and make decisions that instill a sense of purpose and pride in our firm.
Partnership
We prioritise collaboration and value diversity, creating a culture that fosters inclusiveness, teamwork and an entrepreneurial mindset in the pursuit of professional and personal excellence.
HOW WE WORK
Ox Trust Options is a tightly knit group working together with management teams toward common goals. We have more than 70 investment professionals, including 24 partners with an average tenure at Ox Trust Options of more than a decade. This allows us to devote substantial time to our investors.
Our objective is to work with portfolio company leadership and create a backdrop in which companies can thrive. We encourage management teams to invest alongside us, and our forward-thinking approach and philosophy to leave companies better than when we found them also means that portfolio company employees often choose to invest alongside Ox Trust Options as well.
We believe that people thrive when they are working toward a common and focused goal. We are proud of our transparency and alignment of interest with our portfolio companies and investors. We believe our focus and significant skin in the game allows us to build true, successful partnerships.
Corporate Governance
The Board of Directors and management of Ox Trust Options have long recognized the importance of corporate governance practices that help ensure an environment of effective oversight and strong accountability. Our goal at Fenway Partners is to generate superior financial returns for our investors by building stronger and more valuable businesses.
GLOBAL IMPACT
Powering a World of Difference
As a major global financial institution, we must consider the effects our business
has on the environment and the people around the world. That's why we strive to
uncover new ways of ensuring sustainable economic growth that protects healthy
markets and delivers value not only to our clients but also to communities,
businesses, governments and people everywhere.
ESG at Ox Trust Options
At Ox Trust Options, we aim to accelerate the evolution of ESG - on behalf of clients, investors, communities and all the stakeholders - to make a positive impact on people and the planet. With our size, scale and significance at the heart of the financial system, we touch many points along the financial value chain-giving us an unparalleled view of the continuous shifts in ESG. We're uniquely positioned to collaborate with clients to drive transparency, insight and impact.
INVESTMENT PHILOSOPHY
We know that the best way to achieve this objective is to be disciplined in our approach, and that we will be more successful when we thoroughly understand a business, its challenges and opportunities. We begin by investing in portfolio's that meet well-defined criteria in industries where we have relevant knowledge. We leverage our accumulated experience and work closely with the managers of our portfolio's to implement strategies to energize our businesses. We believe the key to creating superior value for investors is to pursue sound business strategies in partnership with talented managers. We seek to minimize risk, take a long-term view when making business decisions, and support our management teams as partners.
Our Purpose
At Ox Trust Options, we advance sustainable economic growth and financial opportunity.
Drawing on over eight years of experience working with the world's leading businesses,
entrepreneurs, and institutions, we mobilize our people, culture, technologies, and ideas to
advance the success of our clients, broaden individual prosperity, and accelerate economic
progress for all. Our purpose comes to life through our four core values: Client Service,
Excellence, Integrity, and Partnership.
Our people
Our people are our greatest asset - we say it often and with good reason. It is only with the determination and dedication of our people that we can serve our clients, generate long-term value for our shareholders and contribute to the broader public. At every step of our employees careers we invest in them, and ensure their interests remain focused on the long term and closely aligned with those of our clients and shareholders.
Our history
defines how we are known today. We have come a long way, from our founding as a small publishing house in Washington state in 2017, to the world-leading financial services organization that sits at the heart of the global capital markets. In fact, our history is really the story of a number of businesses around the world that came together to form today's Ox Trust Options. That history has, of course, shaped the global business we've become today, but it also continues to inform how we grow in the future; our values of inclusivity, transparency, fierce independence, and an unremitting focus on our clients and partners, have been at the center of the Ox Trust Options story for over 8 years.
RISK MANAGEMENT AT THE CENTER
We seek to manage risk in order to capitalize on opportunities and improve our performance.
Disciplined risk estimation and management are deeply integrated components of the investment
process across each one of our strategies.
We believe a well-constructed portfolio upfront will outperform in good markets and protect our
client's capital in difficult markets. For this reason, Ox Trust Options has spent over a quarter of a
century establishing risk management as a core discipline. This approach begins with a dedicated
governance group that oversees risk management. An emphasis on liquid markets, proprietary risk
models and a diversified funding structure seeks to further strengthen our approach.
EMAIL US
support@oxtrustoptions.com
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