JJT Opportunity Small Cap Strategy

WHat is the strategy?

The JJT Opportunity Small Cap Strategy provides high conviction thematic exposure to small-medium Australian companies.

Our team selects investment thematics where we believe the market is mispricing an industry or sector. We select shares for the strategy which represent the most compelling opportunity to gain exposure to each thematic.

This strategy holds up to 15 small-medium companies listed on the Australian Stock Exchange, but outside the S&P/ASX200 index.

Who should consider investing?

This strategy may suit you if you:

  • are seeking a concentrated high conviction approach to investing in the Australian equity market
  • prefer to invest in small-medium Australian businesses
  • can take a long-term view (3-5 years)

What is the Objective?

The objective is to outperform the benchmark S&P/ASX300 Total Return index by greater than 2% p.a. over a rolling 3-5 year period.

How has the strategy performed?

For details about the performance of the JJT portfolio strategies, see our latest performance report.

How do I invest?