NSM and Cadarn appointed to Odyssean Investment Trust PLC

NSM Funds and Cadarn Capital are delighted to announce their appointment to Odyssean Investment Trust PLC to provide Fund Administration, Company Secretarial Services, Investor Relations and Distribution offered within our collaborative full service model, launched in Autumn 2024.

Odyssean Investment Trust PLC "OIT" is a closed-ended investment company that seeks to generate attractive total returns principally through capital growth over a medium term with a highly selective, engaged investment approach. OIT’s investment strategy is to invest in a concentrated portfolio of well researched quoted UK smaller companies, typically too small for inclusion in the FTSE 250.

Sam Shields, Director of NSM said: 

"NSM is excited to be appointed to Odyssean Investment Trust PLC, who are taking advantage of our innovative Full Service Model. Combining with Cadarn Capital, we are proud to be able to offer OIT our suite of services and we very much look forward to working with them over the coming years”.

David Harris, Managing Director of Cadarn Capital added: 

"The Team at Cadarn are delighted to collaborate with NSM to create a "one-stop shop" platform for the provision of all non-portfolio management services. Odyssean Investment Trust PLC is exactly the sort of differentiated, high conviction strategy we are keen to partner with and we look forward to helping to grow the vehicle over time”.

Linda Wilding, Chair of OIT said:

"The Board was impressed with the collective strengths of NSM and Cadarn Capital and following a competitive review, the provision of their full service model was extremely attractive to OIT.  We look forward to building a long term partnership with NSM and Cadarn.

The collective agreement between NSM Funds and Cadarn Capital allows for the provision of our full service model, ensuring the ability to offer our clients and potential clients Distribution and Investor Relations services.  The full suite of services now includes:

- Fund Administration
- Fund Accounting
- Company Secretarial Services
- AIFM Services
- Investor Relations and Distribution

We are proud to have created an innovative platform which offers extended services outside of portfolio management.  Our experienced team works with and welcomes a wide range of clients, from boutique managers to provide full infrastructure support, to large global companies looking for an outsourced solution.

For further information, please contact Sam Shields sam.shields@nsm.group or Brian Smith brian.smith@nsm.group.