At JK we adopt an opportunistic, contrarian, value driven approach to investment.

The aim is to create a portfolio of investments with exceptional risk/reward characteristics which generate significant capital gains over time.

The JK Global Opportunities Fund will consider for investment a broad range of instruments, including but not limited to equities, futures,  corporate and government debt, ETF’s, closed-end funds, UCITS, convertible bonds, and currencies on a global basis.

There are only a few things investors can do to counteract risk: diversify adequately, hedge when appropriate and invest with a margin of safety. Seth Klarman
Macro View
  • Top down macro-economic forecasts
  • Implied Absolute and relative market valuation analysis
  • Identification and analysis of current market trends
  • Technical and momentum analysis
Result
  • JK develops a clear understanding of where the absolute and relative value lies between asset clases, which in turn drives the strategic asset allocation decision
Asset Selection
  • Inter asset class analysis
  • Best risk reward opportunities at macro and micro level both in terms of value and momentum
Result
  • JK creates a portfolio with exceptional risk / reward characteristics
Risk Management
  • JK constructs a portfolio within clear risk guidelines
  • VAR limits, liquidity analysis
  • Gross and net beta adjusted exposures
  • The portfolio will contain absolute value, relative value and opportunistic picks
JK Key Strengths
  • Conviction investing, not ‘closet’ indexing
  • Style Agnostic
  • Opportunistic
  • Constrained fund size to maximise returns
  • Focus on performance, not asset gathering
  • Significant staff commitment

Disclaimer

JK Investment Management LLP is authorised by the FCA and only operates from Guildford in the United Kingdom.

Please note the firm contact details are as follows which can be checked on the FCA Financial Services register.

Firm Name: JK Investment Management LLP
Firm Reference Number: 225510

Address: Bury House
3 Bury Street
Guildford
Surrey, GU2 4AW, UNITED KINGDOM

Telephone: +441483301142
Email: info@jkim.co.uk
Website: www.jkim.co.uk

 

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