Value driven purists
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.
The Arcus process blends granular analysis of corporate fundamentals, a proprietary multi-factor scoring system and close attention to macro trends
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.
Japanese Firms Now Have ‘No Excuses’ On Rewarding Shareholders
(Aug 23) Ben Williams spoke to Citywire Selector to discuss our value investing approach and why Japanese companies are in their best position in decades to reward shareholders.
What Is The Yen Telling Us
(Jul 23) Peter considers the yen’s current weakness and what it is telling us.
Learning To Love Inflation: The Japanese Experiment
(Jun 23) Peter examines the likelihood of a sustainable form of inflation in Japan and its potential benefits.