We spoke with Andrew Limberis at Omba Advisory & Investment to shed some light on the world of ETFs. Limberis is one of the firm’s Investment Managers and has been with Omba since 2017. He also boasts an impressive resume at EY where he started his financial career in 2012. Now, he is responsible for managing discretionary portfolios for high net worth individuals and the firms UCITS fund. Omba specialises in creating, low-cost global ETF portfolios for High Net Worth clients and Family Offices and also provides Advisory services.
100% of Omba’s portfolios are made up of ETFs We operate eight different investment strategies as part of our separately managed account business, all of which are implemented using ETFs. We believe that ETFs provide a low-cost investment vehicle to diversification to a specific market or sector and we perform a range of detailed analysis before selecting an ETF
Limberis’s Personal Connection with ETFs
Omba was founded in 2017 and Limberis joined shortly after their initiation, coinciding with the firm’s FCA approval. Their mission has always been focused on ETFs and the team is made up of experts in this field with previous experience at large financial institutions. The Omba team believe that ETFs are a crucial component for any investor toolkit and by packaging them as a global multi-asset solution Omba aims to offer the best investment solutions for their clients.
How have ETFs grown in recent years?
ETFs are starting to be rolled out more widely as more and more investors opt for these types of funds. This is both due to the increased innovation of product offering and the ongoing underperformance by a multitude of active funds.
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What is the selection process for ETFs?
When selecting ETFs, the first question is always investment-driven: what is the best option given the current economic climate and specific objective of each investment? For fixed income, this is dependent on the credit quality, the duration and the currency exposure. On the equity side of things, this refers to sector, country, currency and theme of the investment.
From this, we can decide which ETFs offer the necessary exposure and consider the many affecting factors which can include, but are not limited to, domicile and distribution type and liquidity. Other important factors include securities lending, valuation metrics, dividend yields, total cost of ownership and ESG scores.
Are there any areas of ETF you would avoid?
Typically Omba avoids inverse and leveraged ETFs as they are not aligned with our investment strategy. Additionally, we steer clear of the more expensive ETFs as in these cases the total expense ratio tends to be no different to active managers.
Headquartered in London Omba are independently owned and regulated by the Financial Conduct Authority in the United Kingdom, FSCA in South Africa and as an investment manager of an Irish UCITS fund by the Central Bank of Ireland.
For more information, visit: https://www.ombainvestments.com/