OUR INVESTMENT VEHICLES

OPTIMAL JAPAN ABSOLUTE LONG FUND

Optimal Japan Absolute Long Fund (‘OJAL’) invests in the Japanese equity market with the objective of maximising investor returns. To protect the Fund’s capital in down markets, the manager may sell index futures or raise cash levels. Although the Fund’s NAV is denominated in US dollars, the underlying investments are in Japanese yen securities and the investment manager will occasionally use currency markets to hedge this exposure to the yen.

 

CUMULATIVE PERFORMANCE (US$)

OPTIMAL JAPAN TRUST

Optimal Japan Trust (‘OJT’) invests in the Japanese and Asian equity markets with the objective of maximising investor returns.  This includes hedging the portfolio by selling index futures and short selling stocks. The portfolio is concentrated in our best ideas across the region and places an emphasis on alignments of interest to minority shareholders, long-term prospects and always ensuring an attractive price at entry. It is A$ denominated.

 

CUMULATIVE PERFORMANCE (A$)