Identifying the most attractive absolute risk/return
investments through rigorous bottoms up analysis.
We identify the value of a company and make investments that will grow with us.
Focus on idiosyncratic, company specific theses where we can drive the realization of value.
Strategic investment that leverages Japan's credibility from a global perspective.
Leverage our proprietary network, global mindset with knowledge of local sensitivities,
flexibility and strong reputation of principals within Japan.
Pursuing alpha by concentrating on 15 stocks, making wise choices.
Alpha generated from a concentrated portfolio of up to 15-20 names,
with relatively low net exposure.
Riding the market waves and changing the future of capital through agile investment.
Our combined team has experience across fundamental long/short,
special situations/distressed investing, and private equity – so we have the necessary
expertise to invest nimbly across the capital structure when market dislocations occur.
