Value driven purists


We are a fund manager whose ethos is to produce superior returns through disciplined and active investment in undervalued equities. We have a range of long only and long-short strategies whose investment focus is either Japan or Asia including Japan.

Founded in 1998 and with over c. $2.0bn of client funds under management, our investment process has successfully withstood the test of time.

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Our specialism is our core strength

Mark Pearson, Co-Founder

Investment Philosophy

We look for opportunities arising out of dislocations between a company’s share price and measures of potential fair value. We understand that managing our investors’ capital requires patience, diligence and the highest level of professional conduct at all times.

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The Arcus process blends granular analysis of corporate fundamentals, a proprietary multi-factor scoring system and close attention to macro trends

Peter Tasker, Co-Founder

Our Strategies

We are value investors who use a combination of multi-factor quantitative scores and in-depth fundamental analysis to efficiently identify significant mis-pricings in Japanese equities.