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We invest only in what we can explain simply and defend with rigour. We look for the bottleneck before the market prices it in. And we would rather own fewer companies we know well than many we only half believe in.

Our philosophy

Skill or luck

Most funds trail the index after costs. A few beat it. Over a short time, the two look the same.

After

Typical fund, ahead of the index0%

Skilled fund, ahead of the index0%

Illustration only, based on research that mostly covers US equity funds. A typical fund trails the index by 0.8% a year after costs, as Fama and French found. A skilled fund beats it by 1.3% a year after costs, the average Petajisto found for the best group of stock pickers. Skilled funds are rare, so the lines shown are ten typical funds for every skilled one, and research suggests the true share is lower still. Funds move around the index with an 8% yearly tracking error, which is our own assumption. Simulated weekly returns. Not a forecast, and not the result of any OsloMet Capital Group fund.

Sources Fama and French (2010), Journal of Finance. Barras, Scaillet and Wermers (2010), Journal of Finance. Petajisto (2013), Financial Analysts Journal. S&P Dow Jones Indices, SPIVA U.S. Scorecard.

OM Alpha Fund

Benchmark: MSCI WorldStyle: Concentrated, momentum-awareUniverse: Global listed, max 30 positionsStatus: Active, launched 18 May 2026

A high-conviction global equity fund built to beat the MSCI World Index, with technology and AI infrastructure at the core.

Investment strategy

OM Alpha Fund has a single objective, to beat the MSCI World Index. We invest where the AI infrastructure build out is really taking shape, from the US and China to Japan and South Korea, and we follow the capital rather than the headlines.

Every build out runs into bottlenecks, whether it is power, materials, capacity or capital. The companies that sit at those pressure points are often priced late by the market, and finding them first is our edge. Sector rotation and geopolitical shifts are not noise to us. They are where the next bottleneck shows up.

We hold no more than 30 positions, because past that point nobody can honestly say they know what they own. Each name is followed closely, and around that core we run a tactical layer that moves with momentum and trend. As Peter Lynch put it, “Know what you own, and know why you own it.” Every position has to pass that test before it earns a seat in the fund.

Top 10 positions. Updated weekly.

Risk data will be added as the fund builds its track record.

Max drawdownn/a

Volatility (ann.)n/a

Sharpe ration/a

Beta vs MSCI Worldn/a

Fund team

Portfolio Manager

Haris Bera Ucbas

Analyst

William Roll

Analyst

Muhammad Hassan Iftikhar

OM Nordnet Fund

Benchmark: OSEBXStyle: Concentrated, high convictionUniverse: Nordic listedStatus: Active, launched 2026

A concentrated portfolio focused on the companies set to win from the AI infrastructure build up.

Investment strategy

Our thesis is simple. The build up of data centers and AI infrastructure is creating a wide range of opportunities for the companies that can take advantage of it. AI and AI infrastructure is where we have the most experience, and it is where our focus is strongest.

We turn that view into a concentrated portfolio of a few cases we believe in strongly. We look for growth and momentum, and we only own companies we expect to perform well over the next two quarters.

Technology is where we think the winners are. We would rather own fewer companies we know well than many we only half believe in.

Current positions, as a share of total portfolio value. Updated weekly.

Running returns in NOK. Updated weekly after Friday close.

Risk data will be added as the fund builds its track record.

Max drawdownn/a

Volatility (ann.)n/a

Sharpe ration/a

Beta vs OSEBXn/a

Fund team

Portfolio Manager

Haris Bera Ucbas

Analyst

Martin Henriksen

Analyst

Muhammad Hassan Iftikhar

Analyst

William Roll

Analyst

Erlend Mykleby

OM Capital Fund

Competition: Euronext Trading Game 2025/26Period: 6 Oct 2025 to 15 Apr 2026Portfolio: Simulated, EUR 200,000Status: Closed

A simulated €200,000 portfolio that returned +19.45% in six months, beating the S&P 500 by 15.3 percentage points.

The competition

The OM Capital Fund competed in the Euronext Trading Game with a simulated €200,000 portfolio. Stock selection combines a Lynch-inspired fundamental framework with momentum signals, identifying businesses with strong underlying economics where price momentum confirms the thesis.

The fund beat S&P 500 by +15.3 percentage points over the competition period, in a window marked by geopolitical turbulence, an escalating Iran conflict, and surging oil prices across global markets. Returns were primarily driven by our positions in technology and energy companies, while a deliberate focus on portfolio robustness helped us navigate the volatility without the drawdowns that hit broader indices.

Final return+19.45%

Final value€238,908

Initial capital€200,000

Positions at close26

Performance vs benchmarks

A pan-European student investment competition over six months, from October 2025 to April 2026. Each team manages a simulated €200,000 portfolio using real market prices.

OSEBX GR1,668 to 2,019 (NOK), gross return incl. dividends

+21.07%

OM Capital FundEuronext Trading Game (EUR, simulated)

+19.45%

S&P 5006,740 to 7,023 (USD), price return

+4.19%

Final positions

All positions at the end of the competition, sorted by allocation. Competition closed April 2026.

Events & visits

Where we've been.

Research

Sector research.

Research

Equity research.

About

Not a typical student association.

About

We operate as a capital management firm. We manage two long-only funds, run structured investment processes, and give our members the kind of hands-on experience that most students only read about. Every decision we make is grounded in fundamental analysis, every role carries real responsibility, and every member is trusted to contribute meaningfully from day one.

We manage two funds: OM Nordnet Fund focused on Scandinavian markets, and OM Alpha Fund focused on global growth and technology companies. Our investment process is rooted in a Peter Lynch-inspired framework, identifying undervalued businesses with clear catalysts and classifying opportunities to guide position sizing, risk control and portfolio balance. In the Euronext Trading Game we delivered a 19.45% return over six months.

We are a small and deliberately selective team. We believe the best learning happens when every person in the room is fully invested in the work, in each other and in the long-term vision.

We bring our members inside the industry through company visits and direct conversations with professionals so they understand how the best firms actually operate long before they apply to work at one.

Our long-term vision is to build OsloMet Capital Group into a full financial group with dedicated divisions covering asset management, consulting, and legal advisory. A structure where members can develop across every corner of finance and understand how each discipline connects to the others.

Our ambition is to develop members who go on to careers in equity research, investment banking, private equity and asset management. Not because they studied finance. Because they practiced it.

At a glance

Founded

2025

Members

10 to 15

Focus

Equity Research

Strategy

Lynch & Thematic Growth

Competition

Euronext Trading Game

University

OsloMet

Track record

+19.45% in six months

Investment philosophy

Fundamentals meet macro momentum.

Know what you own

Rooted in Peter Lynch's first principle. We invest only in what we can explain simply and defend with rigour. Fast growers are our primary focus, while asset plays and cyclicals protect the downside.

Macro momentum

We adapt to macroeconomic events by mapping bottlenecks and pressure points. When geopolitical or economic shifts occur, we identify which sectors get disrupted, which benefit, and which individual stocks sit at that intersection.

Protect the downside

Fast growers drive our returns. Cyclicals and asset plays anchor the portfolio during volatility. The Lynch category framework determines sizing, risk control, and the patience each position demands.

Case & Strategy

OsloMet Capital Group prepares members for more than investment roles. Through structured case training, our analysts develop the problem-solving skills that define careers across finance and consulting.

We work through real business challenges covering strategic decisions, valuation problems, market entry analyses, and operational dilemmas. The goal is to build the structured thinking and communication skills that firms actually hire for.

Team

The people behind the research.

Contact

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