# OTR Global

OTR Global is an Asset Manager based in Purchase, United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** Purchase, United States
- **Region:** North America
- **Address:** Rye Brook, NY, United States
- **Founded:** 1995
- **Assets under management:** Undisclosed
- **Website:** otrglobal.com
- **LinkedIn:** https://www.linkedin.com/company/otr-global-llc

## Regulatory record

- **CRD number:** 123809
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/123809

## About

OTR GLOBAL LLC is a state-registered investment adviser in Purchase, NY. It has 75 employees and 65 investment advisers. The firm is headquartered in New York.

## Sectors

- Enterprise Software
- Media & Entertainment
- Energy Transition & Renewables
- Healthcare Services
- Industrial Tech

## Offices

- London, United Kingdom
- Hong Kong, China
- Shanghai, China
- Mumbai, India

## People

- William E. Oberndorf — Chairman and Founder
- Brian Agnew — Chief Executive Officer

## Questions

### How does OTR Global source its primary research?

OTR employs a global network of approximately 350 journalists and field researchers who conduct direct, unbranded interviews with industry participants ranging from factory managers in Asia to cloud architects in North America. This interview-based model, often called 'channel checking,' builds mosaic intelligence that identifies supply-demand imbalances before they appear in earnings reports. The firm has never allowed its researchers to trade or hold positions in covered securities.

### Does OTR Global manage any investment funds?

No. OTR Global is purely a research provider and does not manage public or private investment funds. Its revenue is entirely subscription-based from institutional asset managers. This structural choice avoids the conflict-of-interest pressures that affect sell-side research at banks and ensures no company can influence coverage through capital-markets mandates.

### Who runs investment decisions at OTR Global?

OTR does not make investment decisions for external parties. As a research provider, its editorial and operational leadership decides what companies and sectors to cover, not how a client allocates capital. Brian Agnew has served as CEO since 2023, overseeing the firm's global research output and platform expansion.

### How is OTR Global related to founder William Oberndorf's other activities?

William Oberndorf is an active political and philanthropic donor, notably supporting educational-reform causes and conservative policy groups. These activities are personal and are not commingled with OTR Global's operations. The firm maintains a strict separation between its founder's external engagements and its commercial research business.

### Which sectors does OTR Global explicitly avoid?

OTR does not publish a public list of excluded sectors, but its methodology naturally avoids illiquid or non-market-traded areas where channel-based check accuracy is difficult to verify. The firm focuses almost exclusively on publicly traded equities and related supply chains; it does not maintain a private-markets research practice or produce sovereign macro-rates notes.

### Does OTR Global participate in fund commitments or only direct research?

OTR is neither an allocator nor a fund-of-funds. It takes no fund commitments and does not supply capital to GPs. Its role ends at delivering primary-research reports and, occasionally, arranging bespoke expert-call programs for clients.

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Last updated: 2026-06-03T20:00:00.000Z

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