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.

We seek value through

  • Quantitative measures of earnings, cash flow, dividend yield and assets
  • A qualitative evaluation of management, competitive advantages and impact of the industrial cycle
  • A rigorous and consistent investment approach which is maintained through changing economic and financial conditions
In aggregate, our team has well over a century of experience analysing and investing in Japanese equities. Our strategies cater both to long only and long-short investors.

Japan

In aggregate, our team has well over a century of experience analysing and investing in Japanese equities. Our strategies cater both to long only and long-short investors.

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Having originally managed Japan only strategies, we now also manage long only strategies covering the whole of Asia.

Pan Asia

Having originally managed Japan only strategies, we now also manage long only strategies covering the whole of Asia.

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The pressure to abandon the principles of value investing is most intense at the worst of times but our commitment is unswerving.

Mark Pearson, Co-Founder