WHY OPTIMAL?

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We are active fundamental investors with an absolute return mindset. Maximising returns. Preserving capital.
— Warwick Johnson, Founder

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.
— Benjamin Graham