JK Global Opportunities Fund

Investment Objective

The investment objective of the Fund is to achieve above average long term capital appreciation by investing on a multi-asset basis globally. The Fund will seek to achieve this investment objective by utilising a value driven contrarian investment approach to both asset and individual security selection, focusing on those assets, markets and traded securities, whose valuations are believed to deviate significantly from perceived fair value, historic levels, or from industry peers.

Latest Meeting Note

Meeting 12 Feb 2021

The JK Global Opportunities Fund invests on a multi asset basis globally combining opportunistic asset allocation with thematic positioning and stock selection. The fund is run by Simon Jones who has over 30 years of investment experienc... Read more

The JK Global Opportunities Fund invests on a multi asset basis globally combining opportunistic asset allocation with thematic positioning and stock selection. The fund is run by Simon Jones who has over 30 years of investment experience (ex Prudential, Jardine Fleming in Tokyo). Simon co-founded JK Investment Management in 2003, an investment management boutique based in Guildford managing $300m across this product and a Japanese equity focused fund (long-only). The JK Global Opportunities strategy aims to maximise risk adjusted returns by investing in a range of asset classes (equity, credit inc. convertibles, rates, currencies and gold) both long and short. The asset allocation process is dynamic, driven by a combination of valuation and momentum analysis (e.g. technicals, flows), with the manager utilising a value driven contrarian approach to both asset and individual security selection. The aim of the research process is to understand what is priced onto asset valuations in relative and absolute terms (not forecasting), which in turn drives the strategic asset allocation decision. From there inter asset class analysis is carried out to identify the best risk reward opportunities (countries, styles, etc). The final portfolio is conviction led, style agnostic and opportunistic in nature and includes directional, relative value and idiosyncratic bets. Since the inception of the strategy, the fund has generated strong returns annualising at over 10% pa, 65% of which have been generated by the equity book (the largest portfolio allocation over time, can be up to 100% of the risk).

Performance

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC YTD
2023 0.5 0.4 0.3 0.2 0.7 0.8 0.5 0.2 0.1 0.2 0.2 0.1 0.2
2022 0.6 0.5 0.8 1.0 0.4 0.3 0.6 0.2 0.5 0.6 0.9 1.0 0.1

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