OUR INVESTMENT VEHICLES
OPTIMAL JAPAN AND ASIA TRUST
Optimal Japan and Asia Trust (‘OJAT’) invests in the Japanese and Asian equity markets with the objective of maximising investor returns. To this goal, the portfolio might sell index futures, short sell stocks & ETFs and raise cash. The portfolio is concentrated in our best ideas across the region and places emphasis on ensuring an alignment of interest with minority shareholders, long-term business prospects and always ensuring an attractive price at entry. Since its inception, the strategy has concentrated on Japan only and it will continue to keep a strong focus on Japan. It is A$ denominated.
CUMULATIVE PERFORMANCE (A$)
OPTIMAL JAPAN ABSOLUTE LONG FUND - This fund was closed in 2019
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.