Occam Asset Management LLP has recently installed Insight, Tradar’s comprehensive portfolio management and accounting platform. Launched in December 2007, Occam Asset Management LLP was established by Jonathan Hughes-Morgan, a former founding partner of Thames River Capital, and David Sheppard. Occam manages three funds, Cirrus, a directional long/short equity fund focusing on Asia Pacific (ex Japan), Vectis (Japan long/short equity) and Sorbus (European long/short equity). The firm’s investor base is drawn primarily from financial institutions in Europe and Asia.   

Occam Asset Management LLP is currently using Insight to facilitate management of post-trade processes including the reconciliation of trades with broker confirmations and the reconciliation of positions with the firm’s prime broker and fund administrator. 

Neale Soffe, Head of Administration, Occam Asset Management LLP, commented:

“We chose Insight for its comprehensive support of our asset classes plus its ease of use and installation. As an equity house our current requirements are also more than met by Tradar’s capabilities. It is priced very competitively and, as previous users of Tradar technology for some seven years at Thames River Capital, we felt we knew the product. All other
options might have delayed our launch and been more costly. Nor did we want to risk starting a business with an untried platform.

He continued:

“Insight was installed in October. The implementation was quick and we’re very pleased with the way it went. The main benefits of the new technology to us are cost and operational efficiency. Importantly, I can extract information from Tradar very quickly. In addition, Tradar and I have a long-standing relationship which allows me to discuss future developments and have meaningful discourse on industry issues and challenges.” 

 Tony Swei, CEO, Tradar, commented:

“Tradar Insight, which was launched at the end of 2006, has proved popular with hedge funds. It is flexible in the range of trading strategies it can accommodate, reasonably priced - making it ideal for start-ups -  and easy to scale up, allowing it to be used by a wide variety of firms through from smaller start-ups to multi-billion dollar operations.”





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