A new way of investing | info@ostrica.com


Ostrica International

Ostrica started managing assets in 1998 as United Asset Management start-up in The Netherlands. In the early years we worked closely within the UAM group of companies with Acadian Asset management and were advised by Harry Markowitz (Nobel Prize Laureate, 1990). Ostrica developed itself as a full range of investment solutions provider operating in the Benelux and expanding into Switzerland. The company is owned by its founders and senior employees.

Ostrica International
Reliable Performance

Reliable Performance

Ostrica integrates state of the art quantitative techniques and human input into investment strategies.

The word Ostrica, meaning Oyster, describes the strength of the Investment concept that already has given shelter to Ostrica investors for more than 20 years. At Ostrica, we use global financial data of all liquid stocks (more than 77.000) and bonds (more than 60.000 issuers) into investment strategies that deliver superior risk-return profiles.


Ostrica investment philosophy is built around the premise that the right combination of ‘man’ & ‘machine’ help navigate investors through the stormy winds of financial markets. “Computers are incredibly fast, accurate & stupid. Man is unbelievably slow, inaccurate and brilliant. The combination of the two creates opportunities beyond imagination.”- Einstein-





Out of the 77.000 listed global equities, we select approximately 14.000 using the Ostrica Man & Machine Process. This produces our investable universe, called the Ostrica Investment Universe.

The Ostrica Man & Machine Process is an ongoing equity & bond selection system that examines market restrictions, liquidity, data robustness and accessibility.

The Ostrica Investment Universe is reviewed on a bi-monthly basis.

Ostrica investment strategies are allowed to only invest in the Ostrica investable universe.


Certain markets face too many restrictions to get risk adjusted acceptable returns. Therefor Ostrica screens its universe for market frictions created by government regulations, market participants and competitors. If market frictions are too high, Ostrica does not invest.


The best strategy is worthless if it cannot be executed owing to liquidity constraints.

Ensuring liquidity maintains a healthy and agile portfolio, and minimizes transaction costs.

A minimum requirement on size, free float, and daily volume are therefore applied.


Ostrica regards a structured and innovative investment process as the most important condition in asset management and investment solutions.

Only a clear, well-organised and disciplined process leads to consistent, optimised returns. In the complex financial markets of today, only the investors, who are able to filter the relevant information from available data and transform it into investment policy, can successfully refine their portfolios to new trends and developments.



Drawdown management enabled by financial technology
Wealth protection is within reach with Ostrica’s Fintech solutions. Our unique investment strategies are designed to protect your assets from market uncertainty while increasing return. We do this by using a highly quantitative investment approach. Ostrica is your innovation partner when it comes to developing new strategies that contain downside risks and enhance long term return.

Download our white paper to see how we focus on the rationale and results of our strategy for equity market risk.


Equity selection based on a systematic quantitative approach to capture behavioural biases in the market.

1,400 signals are analyzed per equity to determine its trend, as well as overall market momentum.

Our system finds the best combination of equities that offer a superior risk adjusted return.


We offer services to a wide variety of clients across the globe, ranging from government institutions, financial institutions, pension funds, trusts and foundations to high net worth individuals. Our mission is to deliver to clients a total solution that maintains risk-control. The investment process follows a philosophy of Asset-Liability Management based on downside risk, and the Man & Machine investment concept- as set out in the diagram below.


Our investment management solutions are built on the latest investment insights which are fed through our proprietary software platforms, guided by our research and development team. This investment process is integrated into every layer of our investment pyramid to support the decision making process, and thus realise our Man & Machine concept.

The entire structured and disciplined process enables Ostrica to offer continuously optimised solutions to our clients on all three layers or on any specific layer, catered to specific client wishes resulting in an optimal investment solution that consistently provides optimised returns.


As of 2014 an external auditor will audit the figures of all funds and check whether they comply with the Undertaking of Collective Investments in Transferable Securities (UCITS) investment rules. Before 2014 we complied with the Global Investment Performance Standards (GIPS®), a set of standardized, industry-wide ethical principles that provide investment management firms with guidance on how to calculate and report their investment results to prospective clients.

This improves the dialogue between Ostrica and our clients.

The advantages of UCITS and GIPS® for (potential) investors at Ostrica:

  • Verified by an independent accountant on:
    • the numbers
    • the procedure
    • performance measurement process
  • More reliance in the accuracy of the performance of the asset manager.
  • All portfolios are taken into account.
  • Enhanced comparability.



Why we do it:

  • Small size advantage: Agile & Nimble.
  • Markets are inefficient & Market Participants are irrational: We exploit that.
  • Invasion of Technology in Financial Markets: We embrace that.


How we do it:

  • Quantitative strategies amalgamated with technology
  • Optimal mix of experienced & dynamic human resource



What we do:

  • Direct Asset management services to retail & institutional clients.
  • Comprehensive investment solutions.

Ostrica uses a unique investment process, based on the Man & Machine concept, which combines traditional fundamental analysis with quantitative tools to support a well-structured transparent decision process and deliver consistent optimized returns for our clients.


Ostrica offers multiple structured asset allocation strategies

  • Risk Parity Optimization
  • Global Tactical Asset Allocation using trend and valuation
  • Return versus drawdown optimization using simulation techniques
  • Optimal diversification across asset classes (9 funds)

Benefits of structured asset allocation

  • Higher geometric returns
  • Managing drawdown
  • Lower volatility


Chart by Visualizer


Equities Developed Markets

Equities Emerging Markets

Global Total Return High Grade Bond

Inflation Investments

Global High Yield Bond

Emerging Market Debt


Executive Board

Hans Nibbering - Founder & Managing Partner

Hans Nibbering

Founder & Managing Partner

Hans is one of the founders of Ostrica and has over 20 years of experience in global investing. Hans (VU University of Amsterdam, Business Economics and registered investment analyst RBA) together with co-founder Maarten Zant has created the quantitative investment method and structure that has made Ostrica so successful.

Kai Yuen - Managing Director

Kai Yuen

Managing Director

Kai (Deutsche Bank, ABN Amro) has over 20 years experience in asset and wealth management in senior leadership roles. Kai (Eindhoven Technical University, Industrial Engineering and Management Science) holds the position of COO and CFO in the Executive Board of Ostrica.

Investment Team

Hans Nibbering - Founder & Managing Partner

Hans Nibbering

Founder & Managing Partner

Hans is one of the founders of Ostrica and has over 20 years of experience in global investing. Hans (VU University of Amsterdam, Business Economics and registered investment analyst RBA) together with co-founder Maarten Zant has created the quantitative investment method and structure that has made Ostrica so successful.

Sven Driessen - Quantitative Portfolio Manager

Sven Driessen

Quantitative Portfolio Manager

Sven is responsible for portfolio trading, equity screening and selection. He is also involved in the tactical asset allocation.


June 30th, 2022

We would like to inform you regarding the dividend proceedings of the financial year 2021 per fund including the relevant dates:

  • Record date 30/06/2022
  • Ex-date 01/07/2022

The net dividends will (by default) be reinvested with NAV date 26/07/2022.

If however you want to receive the net dividend proceedings in cash, you will have to contact us directly and state this explicitly before 2 pm (CET) on 15/07/2022. In case we won’t get a reply from you, the net dividend proceedings will be reinvested at date 26/07/2022. If you have chosen a cash payment, you will receive the cash with value date 21/07/2022.

For details of applicable amounts see the schedule below.

ISIN FUND NAME Gross dividend per share Witholding tax 15% Net dividend per share
NL0010649729 Ostrica Equities Developed Markets Fund € 0,0600 € 0,0090 € 0,0510
NL0010649737 Ostrica Equities Emerging Markets Fund € 0,1300 € 0,0195 € 0,1105
NL0010649794 Ostrica Global High Yield Bond Fund € 0,1800 € 0,0270 € 0,1530
NL0010649802 Ostrica Emerging Markets Debt Fund € 0,3300 € 0,0495 € 0,2805
NL00150007YO Ostrica Global Total Return High Grade Bond Fund € 0,0400 € 0,0060 € 0,0340



To know more about our Key Investment Information, Prospectus, Factsheet and more please go to our downloads page .

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