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Adviser Profile

As of Date 06/28/2024
Adviser Type - Large advisory firm
Number of Employees 14 7.69%
of those in investment advisory functions 7 40.00%
Registration SEC, Approved, 11/03/2016
AUM* 704,400,000 31.42%
of that, discretionary 704,400,000 31.42%
Private Fund GAV* 144,000,000
Avg Account Size 100,628,571 -6.13%
SMA’s Yes
Private Funds 1
Contact Info 020 xxxxxxx
Websites

Client Types

- Pooled investment vehicles
- Other

Advisory Activities

- Portfolio management for pooled investment vehicles
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Recent News

Reported AUM

Discretionary
Non-discretionary
742M 636M 530M 424M 318M 212M 106M
2016 2017 2018 2019 2020 2021 2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeHedge Fund Count1 GAV$144,000,000

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Brochure Summary

Overview

Otus Capital is a private limited company incorporated in the United Kingdom. The Firm was established in October 2000 by its founding director and CEO, Andrew Gibbs. The Firm’s principal office is located at 29 Queen Anne’s Gate (6th floor), London, SW1H 9BU, United Kingdom. Otus Capital is authorised and regulated to carry on an investment business by the United Kingdom’s Financial Conduct Authority. The Firm provides investment advisory services to clients on a discretionary basis. Otus Capital’s discretionary advisory services are offered to clients either by way of segregated accounts or through The Otus Smaller Companies Fund (formerly the ‘Maga Smaller Companies Fund’), a Cayman Island domiciled master- feeder privately pooled investment vehicle (from here on in referred to as the “Fund”). The Fund is managed in accordance with its own characteristics and is not tailored to the individual requirements of each investor in the Fund (each an "Investor" and collectively
the “Investors”). Information about the Fund can be found in its offering documents, including the confidential information memoranda. The Firm currently also provides discretionary advisory services to ‘The Regents of the University of Michigan Managed Account (the “Segregated Account”) in accordance with the Investment Management Agreement, dated 15th August 2015. For both the Fund and the Segregated Account (collectively referred to as the “clients”), the objectives are to achieve capital appreciation through focused long/short and long only equity investments in European smaller companies. Principal Ownership of the Firm Otus Capital’s ownership structure is as follows:
• Andrew Gibbs: 70%
• Canepa OCM Holdings Ltd: 30% Assets under Management As of March, 31 2023 the Firm managed approximately US$628m of Regulatory Assets Under Management on a discretionary basis.