November 11, 2025

28: The Nimble Advantage: Oberon Investments' Approach to UK Wealth Management and UK Small-Cap Potential

49 minutes

UK wealth and capital markets are a significant niche on the global stage, and opportunity abounds.

Fragmented investment offerings, extreme valuation opportunities in the small cap space, and over £5tn of intergenerational wealth transfers, estimated to occur over the next 20 years. It all adds up to an intriguing cocktail of opportunity for those willing to build & acquire.

In this Curated Channel episode, we aim to understand how Oberon Investments is positioning themselves to capitalise on some of these trends. In a different format, we have 3 legs to the conversations.

First, CEO Simon McGivern sets the stage in explaining the genesis and vision of Oberon. Why is the opportunity so compelling? Who are the backers? Why are they aiming to offer an alternative to the larger, consolidated businesses?

Next, Richard Penny, a highly regarded veteran of the small-cap space, explains why he believes the UK offers some of the most compelling investment opportunities he can remember in his career.

Finally, senior portfolio managers Peter Martin and Toby Clothier explain the investment approach, the opportunities they see, and why they don’t fit in with the more typical approach found in this space.

DISCLAIMER

This material has been prepared by Oberon Investments Ltd and is authorised and regulated by the Financial Conduct Authority. This material is intended for investment professionals, not for retail or for onward dissemination.

Fund literature can be found by searching for TM Oberon UK Smaller Companies Fund at https://www.tutman.co.uk/literature/

The TM Oberon UK Smaller Companies Fund was previously named the TM CRUX UK Smaller Companies Fund. This change became effective on 13 December 2024.

The information contained in this document has been prepared using all reasonable care however, it is not guaranteed as to its accuracy and is published solely for information purposes only. Our opinions are subject to change without notice and we are not under any obligation to update or keep this information current. Oberon Investments Ltd, or any of its associated trading names, does not guarantee the performance of any investment and past performance is not necessarily a guide to future performance. The value of investments may go up or down and you may not get back the amount you have invested, and it may be affected by exchange rate variations.

This material is for distribution only under such circumstances as may be permitted by applicable law. It has no regard to the specific investment objectives, financial situation or particular needs of any recipient. It is published solely for information purposes and is not to be construed as a solicitation or an offer to buy any assets, securities or related financial instruments. No representation or warranty, either expressed or implied, is provided in relation to the accuracy, completeness or reliability of the information contained herein, nor is it intended to be a complete statement or summary of the investments, assets, securities, markets or development referred to in the materials. It should not be regarded by recipients as a substitute for the exercise of their own judgement. Any opinions expressed in this material are subject to change without notice and may differ or be contrary to opinions expressed by other business areas or groups of OBERON as a result of using different assumptions and criteria. OBERON nor any of their Directors, employees or agents accepts any liability for any loss or damage arising out of the use of all or any part of this material. OBR00267

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By Curated Podcasts - With Simon Brewer

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