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 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, 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