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FROM THE CHAIRMAN'S DESK

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GLOBAL REVIEW

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CADIZ UPDATE

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PALMYRA UPDATE

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CAPITA UPDATE

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ACCORN UPDATE

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INVESTIN UPDATE

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STARFUNDS.AI UPDATE

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Optimum April 2025

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Copyright © 2026 Orion Investment Managers | Disclaimer | Privacy Policy | PAIA
Part of The Spirit Organisation
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Acquired by Spirit Invest in 2018, Cadiz is supported by an experienced team of investment professionals, that follows a disciplined top-down and bottom-up investment process to provide a comprehensive strategy for managing its fixed income funds. 

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Optimum April 2025

Capita applies a bottom-up fundamental investment process with a quality bias.

Investment Approach:

  1. Know the business
  2. Know the price
  3. Know the correct weighting
  4. Know the investment case
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Optimum April 2025

Accorn Investment Management is a fund manager that invests money on behalf of its clients following a rigorous top-down bottom-up investment process. 

With an experienced and focused investment team, Accorn enriches its clients’ lives and compounds their wealth over time.

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Starfunds.ai operates around a unique set of rules and investment principles that are applied to the selection of top-performing regulated funds.

The rules, principles and modus operandi behind the Starfunds.ai algorithm are continuously developed and fine-tuned by the Starfunds.ai investment analysis team.

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Investin follows a momentum driven systematic approach that seeks to profit from a methodical, probabilistic and objective process.

Momentum investing is based on the belief that strong price trends will continue for a period of time. 

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Palmyra follows a rigorous and research led bottom-up valuation process to establish intrinsic value investing in good quality businesses at the right price, which significantly reduces the potential for any permanent capital loss.

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