WHY OPTIMAL?
“We are active fundamental investors with an absolute return mindset. Maximising returns. Preserving capital. ”
Experience. TRACK RECORD. DISCIPLINE.
Strong and experienced investment team located in Japan and Australia allowing us to access Asian markets in real time
Proven ability to link information with stock price and separate hype from substance
We have a proven track record of success. We do this by:
Rigorously adhering to our investment approach
Being material co-investors alongside our clients with a mindset of capital growth and, importantly, capital preservation
Having freedom to operate with the flexibility to protect portfolios and reduce exposure when it is in the interests of investors
Adopting a collaborative team approach with highly experienced professionals BUT where Warwick Johnson is the single decision maker.
OUR PROCESS
Our disciplined approach is anchored around three core investment criteria:
A strong alignment of interest
High quality
Superior price
Our focus on these criteria over the long-term while choosing to protect capital in the short-term generates outsized returns without taking excess risk.
“In the short run, the market is a voting machine but in the long run, it is a weighing machine.”