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Osmosis Investment Management LLP
Ben Dear · Asset Manager · Quant/Systematic
Founded in 2009, Osmosis Investment Management LLP is a London-based asset manager specializing in sustainable and systematic investment strategies. The firm is defined by its proprietary Model of Resource Efficiency (MoRE), which identifies companies that create superior economic value relative to their environmental footprint in terms of carbon emissions, water consumption, and waste generation. By converting corporate environmental data into a quantifiable investment factor, Osmosis seeks to deliver risk-adjusted alpha for institutional and wealth clients globally. Over the years, the firm has expanded its capabilities from systematic equity into fixed income and credit, consistently aiming to prove that investing sustainably can also deliver better financial returns. Headquartered in London, with a growing presence in North America and Europe, the firm manages approximately $18 billion in assets and remains majority-owned by its employees and directors.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +17.9% |
| YTD return | +12.6% |
| Sharpe ratio | 2.97 |
| Win rate | 46% |
| AUM | $0.7B |
| Inception | Oct 1, 2025 |
| Updated | Sep 4, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $0.7B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://www.osmosisim.com/ |
Current Holdings
Updated on Sep 4, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| NVDA | NVIDIA Corporation | 17.3% | +22.4% |
| AAPL | Apple Inc | 14.6% | +24.1% |
| MSFT | Microsoft Corporation | 9.9% | +1.8% |
| GOOGL | Alphabet Inc Class A | 9.5% | +34.8% |
| AMZN | Amazon.com Inc | 6.9% | +15.5% |
| AMD | Advanced Micro Devices Inc | 6.7% | +122.2% |
| AVGO | Broadcom Inc | 4.9% | +6.2% |
| META | Meta Platforms Inc. | 4.1% | -11.6% |
| TSLA | Tesla Inc | 3.1% | -18.7% |
| JPM | JPMorgan Chase & Co | 3.0% | +16.6% |
| AZN | AstraZeneca PLC | 2.6% | -15.5% |
| JNJ | Johnson & Johnson | 2.4% | +40.0% |
| LLY | Eli Lilly and Company | 2.4% | +25.8% |
| BRK-A | Berkshire Hathaway Inc | 2.0% | +2.6% |
| V | Visa Inc. Class A | 2.0% | +9.7% |
| ASML | ASML Holding NV ADR | 2.0% | +47.9% |
| DELL | Dell Technologies Inc | 1.8% | +30.9% |
| FAST | Fastenal Company | 1.7% | +4.3% |
| UNH | UnitedHealth Group Incorporated | 1.6% | -1.1% |
| SIEGY | Siemens AG ADR | 1.5% | 0.0% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Aug 24, 2026 | SELL | MSFT | 8.0% → 9.9% |
| Aug 24, 2026 | SELL | AAPL | 14.5% → 14.6% |
| Aug 24, 2026 | SELL | GOOGL | 10.1% → 9.5% |
| Aug 24, 2026 | BUY | AMD | 7.7% → 6.7% |
| Aug 24, 2026 | SELL | META | 4.3% → 4.1% |
Investment Style Analysis
Osmosis Investment Management LLP is widely recognized for employing a Quant/Systematic strategy. As of Sep 4, 2026, the firm oversees approximately $0.7B in assets under management (AUM). The portfolio demonstrates a clear preference for the Semiconductors and Consumer Electronics sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Aug 24, Osmosis Investment Management LLP made a significant move by reducing the position in MSFT. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
Osmosis operates on the core belief that resource efficiency is an objective predictor of future firm value and a company's ability to monetize sustainability to its balance sheet. Their strategy is driven by the proprietary Model of Resource Efficiency (MoRE), a research process that standardizes unstructured environmental data to measure a company's sustainable action rather than its intent. By identifying companies that generate more revenue while consuming fewer natural resources relative to their sector peers, Osmosis constructs portfolios that overweight efficient leaders and underweight or short inefficient laggards. This systematic approach aims to capture a Resource Efficiency factor that is largely uncorrelated with traditional investment styles like value or growth, targeting superior risk-adjusted returns while significantly reducing the environmental footprint of client portfolios compared to global benchmarks.
Disclaimer
The content provided on this page, including the simulated portfolio performance, holdings analysis, and AI-generated insights, is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All data is derived from historical SEC 13F filings and other public disclosures, which have a reporting lag. The "Simulated Performance" is a hypothetical reconstruction based on past disclosures and does not represent the actual returns of the institution. Past performance is not indicative of future results. Tritonix.ai is not affiliated with Osmosis Investment Management LLP.
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Frequently asked questions
How is the simulated portfolio for Osmosis Investment Management LLP constructed?
This simulation is powered by Tritonix AI using official SEC filings. We focus on the "Best Ideas" by filtering for only the Top 20 largest holdings and rebalancing them to 100%. The simulation tracks performance starting from Oct 1, 2025. Our AI monitors for updates every Monday to capture major shifts. This concentrated approach highlights the manager's true stock-picking skill and mirrors their actual investment returns.
What is Osmosis Investment Management LLP's largest holding?
As of the latest filing, Osmosis Investment Management LLP's top position is NVIDIA Corporation (NVDA), representing 17.3% of the portfolio. This reflects a high-conviction bet by the institution.
What is Osmosis Investment Management LLP's historical performance and risk profile?
Our simulation indicates a total return of +17.9% with a win rate of 46%. Notably, the portfolio maintains a Sharpe Ratio of 2.97, suggesting an excellent level of risk-adjusted returns compared to the broader market.
What sectors does Osmosis Investment Management LLP primarily invest in?
Osmosis Investment Management LLP has a strong preference for the Semiconductors sector, which makes up 28.9% of their disclosed assets. The portfolio also has exposure to Consumer Electronics, indicating a specific thematic focus.
Is Osmosis Investment Management LLP's portfolio concentrated or diversified?
Osmosis Investment Management LLP runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 41.8% of the total portfolio weight, suggesting a strategy that favors broader market exposure.
How has Osmosis Investment Management LLP performed in 2026?
Our AI-simulated model portfolio for Osmosis Investment Management LLP tracks a Year-to-Date (YTD) return of +12.6%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Ben Dear manage Osmosis Investment Management LLP directly?
Yes, Ben Dear serves as the key portfolio manager for Osmosis Investment Management LLP, overseeing the investment strategy and final capital allocation decisions.