JMP Strategic Investments · Market Governance

Structured capital.
Governed decisions.

Investment research and market frameworks built around evidence, process, valuation and disciplined risk.

JMP Strategic Investments is the investment and market-governance business founded by John Pontikas. We do not begin with predictions. We begin with a documented process that defines what qualifies, when capital may be committed, and what would prove the decision wrong.

Two frameworks.
One philosophy.

MGM Select and ReValue approach the market differently. Both are governed by the same principle: process before opinion.

Systematic ASX opportunities

MGM Select

A capped ASX signal service applying a documented rules-based framework across Micro Cap, Small Cap and Mid Cap opportunities, with weekly publication, post-close alerts and monthly member briefings.

Explore MGM Select →
Fundamental mispricing & value recovery

ReValue

A disciplined investment framework for identifying fundamentally sound businesses where market price may have diverged materially from normalized intrinsic value.

Explore ReValue →

Structure before
opinion.

The market is noisy. Our job is not to react to every price move; it is to define the conditions under which information becomes actionable.

01
Evidence
02
Process
03
Risk
04
Governance

John Pontikas

John Pontikas

John Pontikas is a financial adviser and trader with more than two decades in financial markets, including institutional-level experience. JMP Strategic Investments is built around one recurring observation: investors rarely lack information; they lack a governed process for deciding what matters and when capital deserves to be exposed.

That philosophy is expressed through MGM Select and ReValue — different market applications, governed by documented rules, explicit risk limits and evidence recorded before the outcome is known.

JohnPontikas.com

Start with the
right framework.

For MGM Select membership enquiries, ReValue research enquiries or general JMP correspondence, contact John directly.

Contact John