Oberon Launches Global Thematic Equity Fund
Summary by AI BETAClose X
("Oberon" or the "Company")
Oberon Launches Global Thematic Equity Fund
Expansion of Investment Offering
London, 31 March 2026 - Oberon Investments Group plc ("Oberon" or the "Company") (AQSE: OBE), the listed boutique investment management, wealth planning, and corporate broking group, is pleased to announce the launch of its new global thematic equity fund, further expanding its investment offering.
The TM Oberon Theseus Fund will be managed by a highly experienced team led by Peter Martin, who joined Oberon from Odey Asset Management, alongside co-manager Toby Clothier. They are supported by Jake Bambridge, who oversees fund operations. Together, Peter and Toby bring over 70 years of combined investment experience and a long-standing track record in global equity markets.
The fund adopts a high-conviction, actively managed investment approach, focusing on a select number of global themes as the key drivers of returns. Typically structured around 5-8 core themes, the portfolio will consist of 50-75 stocks, with approximately 80% of holdings directly aligned to these thematic opportunities.
Key Features of the Fund:
· 70+ years of combined equity investment experience
· Established long-term track record
· Fund managers personally invested, aligning their interests with clients
· High-conviction thematic approach to portfolio construction
· Actively managed with no benchmark constraints (MSCI World is a comparator only)
· Full autonomy for portfolio managers, with no imposed "house view"
· Agile structure offering a liquidity advantage over larger fund managers.
The strategy is designed to provide long-term equity exposure with a focus on navigating an evolving macroeconomic environment, including inflationary pressures and changes in the tax landscape - particularly relevant given the current economic backdrop. At a time when the wealth management sector is undergoing consolidation and increasing standardisation, the fund aims to offer a differentiated, actively managed approach with the flexibility and liquidity advantages typically associated with smaller, more agile investment strategies.
This strategic fund launch marks an important step in Oberon's continued growth, reinforcing the Company's position as one of the UK's most ambitious integrated wealth management and investment groups. As the industry continues to trend toward commoditised investment solutions, Oberon remains committed to delivering differentiated, high-quality investment solutions for private clients and financial advisers.
Simon McGivern, Chief Executive Officer of Oberon, commented:
"The launch of the TM Oberon Theseus Fund represents a significant milestone for Oberon as we continue to expand our investment capabilities. Peter and Toby bring exceptional experience, a proven track record, and a clear, disciplined investment philosophy that aligns closely with our commitment to delivering strong outcomes for clients.
In an environment where many investment solutions are becoming increasingly standardised, we believe there is a growing demand for high-conviction, actively managed strategies. This fund reflects our belief in thematic investing as a powerful way to capture long-term global opportunities while remaining agile and client-focused."
END.
PLEASE NOTE: THIS IS NOT A PROSPECTUS
The TM Oberon Theseus Fund team: (from left to right) Toby Clothier, Peter Martin & Jake Bambridge.
Enquiries:
|
Oberon Investments |
PR@oberoninvestments.com |
|
Strand Hanson Limited (AQSE Corporate Adviser to the Company) |
+44 (0)20 7409 3494 |
|
Oberon Capital (Broker to the Company) |
+44 (0)20 3179 5300 |
About Oberon Investments Group PLC:
Oberon Investments Group PLC is a London-based boutique financial services firm specialising in investment management, asset management, wealth planning, corporate broking and private ventures. Listed on the Aquis Exchange Growth Market, Oberon has experienced rapid growth through strategic acquisitions, a client centric ethos and a commitment to delivering personalised financial solutions.
Company Overview
Founded in 2017, Oberon has since expanded into a full-service financial group, offering a comprehensive range of services through its five core divisions. This diversified model allows Oberon to leverage a wealth of experience, providing clients with nuanced, tailored advice that aligns with their unique financial goals.
Core Divisions:
· Investment Management
Oberon applies market knowledge to help identify opportunities that align with different investment objectives. Portfolio construction reflects an individual's risk appetite and investment preferences ultimately providing a personalised investment solution.
· Strategic Financial Planning
Oberon welcomed Smythe House into the group to provide an unbiased opinion and bespoke financial solutions crafted exclusively for Private Clients and Family Offices. The team works to proactively manage an integrated lifetime financial plan customised to meet clients' financial objectives.
· Asset Management
Oberon's Asset Management team was expanded in August 2025 to include a new dedicated global equities team in addition to the existing UK small and mid-cap sector focused function. The latter employs a bottom-up, stock-picking approach, targeting return on capital and revenue growth, looking for changes in revenues, profits and company valuations which provide special investment opportunities.
· Corporate Advisory & Broking
Specialising in the small and mid-cap market, Oberon's Corporate and Advisory team provide full-market access and fundraising capabilities to corporate clients.
· Private Ventures
With personal experience in setting up and successfully exiting several businesses, the Oberon Private Ventures team is well placed to offer full life cycle fundraising and advisory services.
Recent Milestones
· In December 2025, Oberon announced an increase in total revenue of 13.6% to £5.4m with Investment Management revenue up 22% to £3.4m as part of its Interim Results.
· In July 2025, Oberon was awarded AQSE Company of the Year.
· In July 2025 Oberon AIM VCT relaunched the Oberon AIM Venture Capital Trust (VCT), enhancing its ability to support high-growth businesses.
With a focus on strategic expansion, Oberon continues to explore opportunities to attract new talent and expand its service offerings, ensuring a dynamic, client-focused approach.
For more information, visit Oberon Investments Group PLC's website
OBR00422
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