OLD MUTUAL GLOBAL Overview

Old Mutual Global Index Trackers (proprietary) Ltd is an investment advisor that manages 5.5 BN dollars in regulatory AUM and has 12 employees, of which 11 perform investment advisory functions.

The manager's has disclosed holdings from 06/30/12 to 09/30/16. The fund's latest filing disclosed 348MM in positions, representing 6% of the manager's regulatory AUM.

OLD MUTUAL GLOBAL StockAlpha

-1%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

OLD MUTUAL GLOBAL Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
BMA 2.46% Financials -11.95% -0.72% 1 7%
MSFT 2.4% Tech 3.56% 0.15% 0 36%
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FEATURED IN
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OLD MUTUAL GLOBAL Founders and Key Employees

Name Title In Position Since
Craig M. Chambers Managing Director February-2010
Brett W. Pohl Chief Compliance Officer February-2011
Diane C. Radley Director February-2011
Mobasheer Patel Director December-2011
Kingsley K. Williams Chief Investment Officer March-2013
Jonathan H. Westaway Chief Operating Officer September-2013
Hywel D. George Chairman January-2014

OLD MUTUAL GLOBAL Brokers, Custodians, Auditors and Administrators

Type Company

OLD MUTUAL GLOBAL Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

OMGXT has a mathematical and systematic approach to “indexing” or “passive” investing. Each portfolio’s investable universe is initially comprised of all the benchmark index constituents and with the use of analytical tools, OMGXT may significantly narrow down the overall investable universe by excluding the most illiquid stocks in the benchmark index and stocks that comprise a very small percentage of the index. In building each portfolio, OMGXT aims to find an optimal blend of constituents from the stocks in the benchmark universe to minimize the tracking error (how closely the portfolio follows the index to which it is benchmarked).

In constructing a portfolio OMGXT aims for full replication of the benchmark constituents. However, based on the factors mentioned previously, full replication cannot always be achieved, so the construction of the portfolio uses a combination of an optimization and a ...
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OLD MUTUAL GLOBAL Portfolio Concentration

OLD MUTUAL GLOBAL Location

MUTUAL PARK
JAN SMUTS DRIVE
PINELANDS, SOUTH AFRICA, 7405

OLD MUTUAL GLOBAL Contact Information

Phone Number: +27 21 509 5022
Fax Number: +27 21 509 5529
Website:

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