On 29 April 2026, JANA hosted Helge Skibeli from JP Morgan at our Sydney office. The session was hosted by JANA Head of Global Equities, Justin Tay, and covered:

  • An overview of the JP Morgan Global Select Equity strategy, which was recently introduced to the JANA High Alpha Global Trust in October 2025;
  • The strategy’s investment process and positioning for long-term success; and
  • Insights on managing a dynamic global equity portfolio amidst heightened uncertainty and volatility.

Disclaimer

The presenter is a representative of JANA Investment Advisers Pty Ltd (ABN 97 006 717 568) (AFSL No. 230693) (‘JANA’). The webinar and presentation is provided on the basis that the recipient is a ‘wholesale client’ within the meaning of the Corporations Act.

Opinions expressed constitute JANA’s judgement at the time of presentation and are subject to change.

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Except where under statute liability cannot be excluded, no liability (whether arising in negligence or otherwise) is accepted by JANA, its directors or its employees for any errors or omissions or for any losses caused to any persons acting on the information contained in this presentation.

The contents of this presentation must not be disclosed to any third party without written consent.

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