We had the pleasure of speaking with J. Dennis Jean-Jacques, President and Chief Investment Officer of Ocean Park Investments recently.
In the interview, Dennis talked about his background and gave an overview of Ocean Park’s Absolute Return and Omaha strategies. He also discussed how his time working at Mutual Series and his readings on Warren Buffett have influenced his investment approach. Dennis also touched on the advantage/edge of Absolute Return and Omaha. In addition, he revealed lessons learned on managing money during a crisis. Finally, he shared some reading recommendations with fellow members.
Dennis brings extensive experience to investment management:
- Worked with Jeff Ubben, Jeff Vinik, Peter Lynch, etc.. as a Fidelity analysts in the early 1990s;
- Harvard Business School thesis paper on value investing converted into a book by McGraw-Hill;
- Apprenticed with Michael Price on special situations (teamed up with MOI Global instructor, David Marcus as well);
- Invested for the Olayan family (often called the Warren Buffett of the Middle East) for five years;
- Ran long/short value-based portfolios in a low net portfolio construct for a decade;
- Launched Ocean Park Investments in 2016 with two strategies: Absolute Return (value investing in a low net portfolio construct) and Omaha (active ownership value investing).
Read an article by Dennis from 2017, How to Become a Catalyst and Milestone Focused Investor.
The full session is available exclusively to members of MOI Global.
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About the interviewee:
J. Dennis Jean-Jacques serves as Chief Investment Officer and Portfolio Manager at Ocean Park Investments LP. He is an accomplished and seasoned investor having invested more than $3.2 billion of client capital in the US and European public markets during various market cycles over 20 years. For a decade, prior to Ocean Park, Mr. Jean-Jacques was a portfolio manager and Managing Director at alternative platforms of Indus European, Verition Fund and Basso Capital, a $2.5 billion firm at peak – where he launched and served as lead manager of a catalyst-driven, long/short portfolio. Prior to running absolute return alternative strategies, from 2001 to 2005, Mr. Jean-Jacques was the Vice President of Public Equities at Olayan Investment Group – a very private, $10 billion family office of diverse commercial and industrial concerns. From 1998 to 2001, Mr. Jean-Jacques apprenticed with a legendary investor at Mutual Shares focusing on companies undergoing or likely to undergo significant change and other unique special situations with a strategy and asset mix consisting of domestic and foreign equities, arbitrage positions, shareholder activism and bankruptcy positions. For ten years, Mr. Jean-Jacques was an actively engaged shareholder in several campaigns including in the restructuring of a global industrial company, the outright sale of an American appliance manufacturer, and, at the boardroom level, helped lead the break-up of an S&P 500 conglomerate where his work was profiled in BARRON’s, Business Week and The Wall Street Journal. Mr. Jean-Jacques is a noted fundamental investor and author on portfolio construction, valuation and risk management where his published work, “The Five Keys to Value Investing” is used at many universities and has been translated into three languages including Mandarin Chinese. He began his investment career as a Fidelity Investments equity research associate in 1993. Mr. Jean-Jacques received a BSSE from Boston University College of Engineering and an MBA from Harvard Business School, where he was recognized as a Toigo Fellow.