Jupiter AM today announces the launch of the Jupiter Origin Global Smaller Companies UCITS ETF (JOGS), the second active ETF product in the company’s portfolio after its debut in February 2025 with the Jupiter Global Government Bond Active UCITS ETF.
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Tarlock Randhawa, Head of the Jupiter Origin
The new ETF offers investors flexible and transparent access to the global small cap segment, which is increasingly in demand from institutional and retail investors. JOGS will be managed by the Jupiter Origin team, consisting of five members with an average of 20 years of experience in investment management, led by Investment Manager Tarlock Randhawa.
The team also includes managers Chris Carter and Nerys Weir and analysts Ben Marsh and Ruairi Devery-Kavanagh.
The ETF was developed in collaboration with HANetf, a white-label ETF specialist, confirming the strategic partnership started with the first launch. Jupiter chose this collaboration to leverage HANetf’s expertise in structuring and distributing ETFs, as already demonstrated with the first product launched in February.
The Jupiter Origin investment process combines fundamental and quantitative analysis, focusing on companies that exhibit a balance between four key characteristics: high profitability and growth, interesting value, positive earnings revisions, and positive stock price momentum. This approach has demonstrated solid long-term performance, with outperformance against the MSCI AC World Small Cap benchmark over one, three, five, and ten-year time horizons.
The launch comes in a particularly favorable market context for small caps. Over the last twenty years, global small cap equities have outperformed large caps by over 2% per year on average. According to traditional valuation metrics, global small caps are currently below historical highs, while large caps are near all-time highs.
JOGL will have a total cost (TER) of 45 basis points and will be listed on Borsa Italiana and Germany’s Xetra starting November 12th. The London Stock Exchange (LSE) and Switzerland’s SIX will follow, subject to registration.
The launch is part of Jupiter’s expansion strategy, which in October 2024 acquired the investment team and managed assets from Origin, a global investment boutique based in London. This acquisition allowed Jupiter to significantly expand its presence in global emerging markets and strengthen its expertise in the international small cap area, high-demand segments that enhance the company’s ability to serve a broader investor audience.
Tarlock Randhawa, Head of the Jupiter Origin team, stated: “The Jupiter Origin team is happy to offer investors the opportunity to invest in our Global Smaller Companies strategy through an interesting and convenient distribution method, namely the new ETF. We believe our philosophy and investment process offer something different, which clients can understand and trust over time. The approach we follow is based on clarity, data, and discipline. We deliberately avoid forecasts and subjective opinions in portfolio construction, instead applying collective judgment to the objective data generated by our process. This objective mindset helps us avoid emotional biases and ensures that investment decisions are repeatable, transparent, and applied consistently.”
With this launch, Jupiter confirms its strategy of diversifying distribution channels, offering clients an alternative and more democratic access point to its active management expertise through the ETF structure, which combines operational flexibility, high transparency, and a competitive fee structure.
Source : ETFWorld.co.uk
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