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 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.
NTT buys in Docomo: a bullish sign of change
Following NTT’s decision to repurchase the one third of Docomo it does not own, Peter considers this a harbinger of a boom in such M&A transactions in Japan.
Enter Mr. Continuity: Abenomics lives on
Peter considers the implications of the appointment of Yoshihide Suga to replace Shinzo Abe as Japan’s Prime Minister
Buffett buys Japan – The ultimate endorsement of Abe’s legacy
Peter considers Shinzo Abe’s legacy in the wake of Warren Buffett’s decision to invest in Japan’s trading companies.