OTAMA's strategy operates on two channels — one for breadth, one for depth. Both are required. Neither is sufficient alone.
Through Hawksburn, OTAMA holds curated access to the world’s leading private capital managers — the funds whose allocations are otherwise reserved for endowments, sovereigns, and the largest family offices.
This relationship is the foundation of our institutional book. It allows OTAMA to participate in vehicles that would be inaccessible to any single family operating alone — including, among others, Founders Fund — while preserving the discretion and patience of family capital.
The conviction to allocate, and the discipline to size positions appropriately, remains with the principal.
Alongside the institutional book, OTAMA holds a smaller portfolio of direct investments — businesses we know, operators we trust, and categories where the principal’s career has built genuine edge.
The current direct holdings cluster around sport, wellness, and private operating businesses. These are not opportunistic positions. They are extensions of a life’s work — invested with the same discipline that built the capital in the first place.
The full direct roster sits in the portfolio.
Capital is deployed when the opportunity meets our standard, not when the calendar requires it. We hold cash without apology.
Our largest positions reflect our highest conviction. We do not size to manage tracking error against an index.
We expect to hold meaningful positions for a decade or more. Our underwriting reflects that horizon.
The fund publishes letters, not press releases. We work with operators who feel the same way.