Value driven purists

About

We are a fund manager whose abiding 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 $1bn 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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We’re value driven purists

Peter Tasker, Co-Founder

Strategies

We invest in corporate securities that have an intrinsic value we believe to be significantly underpriced. We are willing to take a long term view and are not frightened of adopting a contrarian stance.