OBCDian History
From humble beginnings to building something meaningful, our journey of transparency, learning, and partnership in asset management.
The Beginning
Founded in February 2021 in Toronto, Ontario, OBCDian began as a small vision shared among founders and early supporters.
With initial capital from family and friends, we started learning the markets by investing in publicly traded companies.
Our early research and analysis led us to explore real estate opportunities, marking the start of our diversified approach.
By the end of 2021, we had established our foundation and commitment to rigorous, transparent investing.
Building Our Research Capabilities
Focused on developing our research process and analytical frameworks.
Started documenting our investment thesis and market analysis through white papers.
Began exploring digital assets and currency markets as potential investment areas.
Learned valuable lessons about risk management and portfolio construction.
Refining Our Investment Approach
Developed a balanced strategy combining growth opportunities with stable investments.
Focused on understanding market cycles and realistic return expectations.
Integrated sustainability and long-term value into our investment criteria.
Built stronger relationships with our early clients based on transparency and honest communication.
Expanding Asset Class Knowledge
Began researching digital assets and blockchain technology opportunities.
Explored alternative investments while maintaining our core focus areas.
Continued learning from both successes and setbacks in our portfolio.
Strengthened our commitment to showing our work through detailed research papers.
Growing Through Partnership
Welcomed new clients who value transparency and sustainable growth over aggressive promises.
Refined our approach to both small-cap opportunities and established large-cap investments.
Enhanced our market analysis and research documentation practices.
Continued building our portfolio alongside our clients, one investment at a time.
Deepening Our Commitment
Strengthened our focus on quality research over quantity of investments.
Developed more sophisticated analytical tools while staying grounded in fundamental analysis.
Expanded our white paper library to share our learning and market insights.
Reinforced our core values: transparency, honesty, and client partnership.
Continuing to Learn and Grow
We're still a small firm with big ambitions, focused on doing the work right rather than growing fast.
Our roadmap includes deeper market research, more transparent client communication, and finding opportunities others might overlook.
We invite partners who value honesty, want to understand our thinking, and are willing to grow with us over time.
Our story is still being written, and we'd be honored if you chose to be part of it.
Our Story Continues
We're still a young firm with much to learn. Every year brings new insights, challenges we navigate together with our clients, and opportunities to prove that honest, transparent investing can succeed.
We're not chasing headlines or promising the moon. We're building something real, one partnership at a time, grounded in research, transparency, and mutual respect.
Our story is far from finished. Each client, each investment, each lesson learned adds another chapter. We invite you to be part of what comes next.