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Odyssey offers global securities investment management
services for institutional separate account clients, available in
the following investment strategies. We would also be pleased to
discuss the development of custom strategies to meet client needs.
All of our strategies are managed according to Odyssey's bottom-up
approach to investing, which is focused on understanding the cash
flow, assets and management underlying the companies in which we
invest.
| Value-Added Strategies |
Portfolio Size |
Inception Date |
AUM as of 9/30/07 |
| Core Real Estate |
Blue chip U.S. REITs and REOCs
Long only equity
|
30-50
positions
|
7/31/99 |
$89.5 million |
| Long/Short Real
Estate |
U.S. REITs and REOCs
Senior Securities
Short selling and hedging
Portfolio leverage
"Niche" investing
|
50-100
positions
|
11/30/95 |
$51.7 million |
| Income/Senior Securities |
Senior Securities
(Preferred Stocks and Bonds)
High-yielding REIT Common Stocks
|
75-125
positions
|
3/31/98 |
$70.1 million |
| International Real
Estate |
International (non-U.S.) real estate companies,
primarily in developed markets
Long only equity
|
50-100
positions
|
4/28/06 |
$32.6 million |
| Global Real Estate |
Global real estate companies
(U.S., Asia/Pacific and Europe)
Long only equity
|
50-100
positions
|
12/29/06 |
$28.3 million |
| Infrastructure |
Broad universe of
global infrastructure stocks
Long only equity
|
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