asset_category:
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manager_contact_details: Array
ticker: OEQ
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structure: Listed Investment Company
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fund_features:
Orion Equities Limited (OEQ) is an Australian Listed Investment Company (LIC) with the majority of its funds invested in a portfolio of listed Australian and international companies and Australian property. The Company implements an actively managed investment strategy undertaking investments typically into one of two broad investment categories: Strategic and Non-strategic.
- Strategic Investments are made in entities in which the Company can reasonably expect to exert a degree of influence, including board representation or through playing an active role alongside management in order to enhance or realise shareholder value.
- Non-strategic investments are made in entities where attractive investment opportunities develop due to market sentiment or mis-pricing or where the Company sees other potential for generating positive returns. In contrast to strategic investments, with non-strategic investments the Company does not envisage that it will take an active role in the management of the investment.