Capabilities

Philosophy

We believe that the stock market is inefficient in terms of pricing, and that this inefficiency offers the opportunity for profits. Through our proprietary and thorough research, we aim to gain a firm grasp of companies’ fundamentals, predict securities’ price trends and generate excess return for our clients.

Owners'

We invest in owner-owned and managed public listed companies. The management of these companies are substantial majority shareholders. They play a central role in the management of these companies. We believe the alignment of interests between owners and investors provide long-term shareholder value. Owner-managed companies are more nimble and flexible in responding to changes, they make decisions faster, providing long-term stable earnings growth prospects.

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Japan Equities

We invest through a Growth at a Reasonable Price (GARP) approach, with different strategies focusing on a mixture of high, stable and cyclical growth stocks, and companies that have a competitive edge on innovation, knowhow and technological superiority.

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Asia ex Japan Equities

We invest in companies with sustainable competitive edge and those that are available at a reasonable valuation. We prefer businesses that have demonstrated superior execution ability, operating under a favourable industry structure. We offer our expertise through both pan Asia ex-Japan and regional strategies, harnessing deep local knowledge and diversity of our investment team.

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