About Us

 

IG Group (Japan) is the Fund Advisor to the Japan Global Private Investment Trust Fund wholly managed by Mr. Jack Ota, Senior Portfolio Fund Manager. A visionary who's turned US$250 million into US$1 billion by designing and executing creative hedge fund strategies focused on XBT, XAU, and USD. The Fund operates on the ClickShoken platform utilizing Spartacus, the Fund's proprietary AI trading platform.

 

Jack Ota

Senior Portfolio Manager

Japan Global Private Investment Trust Fund

 

Expertise

Hedge Fund (XAU, XBT, USD)

 

Prior Experience

Senior Analyst, Lehman Brothers Asset Management

Trader, Yamaichi Securities Co., Ltd.

 

Background:

I joined Yamaichi Securities in the early-90s as a Trader with a BA of Economics/Finance.

 

Early Challenges:

The early 1990s marked a period of significant turbulence, exacerbated by poor dealings within Yamaichi Securities, culminating in staggering losses exceeding 200 billion yen. Fearing a fallout triggered by substantial losses, I transitioned to an analyst role at Lehman Brothers Asset Management in May 1995. This move provided exposure to a diverse array of investment products, including hedge funds spanning equities, fixed income, and derivatives.

 

Career Milestones:

By January 2001, I assumed the role of Fund Manager at JGPIT, where my tenure truly began to flourish. Spearheading a hedge fund with assets totaling US$250 million, I designed and implemented hedging strategies navigating market volatility and optimising portfolio returns. Notably, I hedged gold (XAU) exposure against USD fluctuations, laying the foundation for future success and high return on investment.

 

Key Market Moves:

In April 2001, amidst global geopolitical tensions, I strategically adjusted the fund's positioning to capitalize on the surge in gold prices, effectively mitigating risks associated with Japan's economic fragility. Similarly, as signs of a potential resolution to the US-Iraqi war emerged in mid-2011, I adeptly pivoted the fund's strategy, reallocating assets to capitalize on evolving market dynamics, including the burgeoning acceptance and adoption of Bitcoin (XBT).

 

Adaptation and Triumph:

Fast forward to August 2016, amidst shifting market conditions following geopolitical developments and macroeconomic shifts, I once again optimized the fund's exposure, capitalizing on valuation differentials between the Japanese yen (JPY), gold (XAU), and Bitcoin (XBT). Notably, amidst the seismic events of Trump's election, Macron's ascendancy in France, and the ensuing market fluctuations, the fund continued to thrive, reaching historic highs.

 

Present Situation:

As of May 2024, with gold trading at US$2,415.02 per ounce, the yen at JPY155.66 per US dollar, and Bitcoin at US$67,095.20 per BTC, the fund stands as a testament to the efficacy of dynamic hedging strategies and astute portfolio management in navigating the complexities of global markets.

 

The Future:

Given JGPIT's history of successfully navigating through turbulent market conditions and effectively utilizing dynamic hedging strategies, here's a forecast for the global market with regards to gold (XAU), the US dollar (USD), and Bitcoin (XBT):

 

• Gold (XAU): With geopolitical tensions and economic uncertainties persisting, gold is likely to remain a favored safe-haven asset. However, fluctuations in USD strength and investor sentiment may lead to short-term volatility in gold prices. Given expertise in hedging gold exposure against USD fluctuations, JGPIT is well-positioned to capitalize on these movements, potentially mitigating risks and optimizing returns for the Fund.

 

• US Dollar (USD): The value of the USD may continue to be influenced by factors such as monetary policy decisions, economic indicators, and geopolitical developments. With the yen trading at JPY155.66 per USD, there might be opportunities for currency plays, especially considering JGPIT's background in navigating currency fluctuations. Staying vigilant for potential shifts in USD strength relative to other major currencies is a focus as these could impact the performance of the Fund.

 

• Bitcoin (XBT): Bitcoin's volatility and evolving market dynamics present both opportunities and risks. As an early adopter of Bitcoin in the Fund's strategy, JGPIT's demonstrated an ability to capitalize on its potential for growth amidst geopolitical and macroeconomic shifts. With Bitcoin trading at US$67,095.20 per BTC, the Fund continues monitoring regulatory developments, institutional adoption, and market sentiment to optimize the Fund's exposure to cryptocurrencies.

 

Overall, JGPIT's track record of adapting to changing market conditions and strategically adjusting Fund's positions is expected to navigate and clear the complexities of the global market landscape whilst utilizing dynamic hedging strategies to capitalize on opportunities and manage risks effectively.