Capital Strategies
INVESTMENT PROGRAMS
Our proprietary Investment Programs are designed to meet investors’ objectives efficiently. Moreover, they are offered in an investor-friendly Separately Managed Account (SMA) structure. The Programs aim to achieve better risk-adjusted returns relative to benchmarks.
JKG Diversified: The Program invests in ETFs and provides exposure to Equities, Bonds, Commodities, and Alternative Investments. It is a diversified, all-weather investment approach designed to perform well during varying market environments.
JKG Growth: The Program employs fundamental and technical analyses to invest in leading growth stocks, with a focus on risk management.
PORTFOLIO STRATEGIES
Our proprietary strategies provide diversification to investor portfolios while focusing on objectives such as growth or income. These are long-term securities investments, in specific areas, made to meet portfolio challenges:
- Growth: Seeks to achieve superior risk-adjusted returns by investing in growth stocks.
- Income: Seeks income from diversified investment-grade bonds.
- Commodities: Provides long-only exposure to select commodity markets.
- Alternatives: Provides diversification through allocations to select alternative investment managers.
DIVERSIFICATION
Modern portfolio theory is a framework for assembling a portfolio of assets such that the expected return is maximized for a given level of risk. Its key insight is that an asset’s risk and return should not be assessed by itself, but by how it contributes to a portfolio’s overall risk and return.¹ The efficient frontier is a concept in modern portfolio theory. It refers to investment portfolios that occupy the ‘efficient’ parts of the risk-return spectrum.² JKG seeks to provide custom, efficient investment portfolios to its clients.
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