JJT Large Cap Conviction Strategy

WHat is the strategy?

The JJT Large Cap Conviction Strategy combines a risk-adjusted exposure to large Australian companies with high conviction exposure to 2-4 investment thematics for medium to large Australian companies.

This strategy holds 12-15 out of the 20 largest companies on the Australian Stock Exchange, avoiding those companies where our team has a low conviction over their long term investment prospects.

In addition, our team selects investment thematics where we believe the market is mispricing an industry or sector. We choose 5-8 companies for the strategy which represent the most compelling opportunity to gain exposure to each thematic.

Who should consider investing?

This strategy may suit you if you:

• are seeking a conviction approach to investing in the Australian equity market
• prefer to focus your investment mostly on well known and established Australian businesses
• can take a long-term view (3-5 years)

What is the Objective?

The objective is to outperform the benchmark S&P/ASX200 Total Return index by 1.5% p.a. over a rolling 3-5 year period.