Policies of investment and engagement activities
We carefully select our portfolio companies based on three investment policies.
We engage with them in a “friendly” manner to help them increase their corporate values. We do not take a heavy-handed approach using media, as most investment funds do.
Robust business
- Core businesses have strong, established strong competitive advantages.
- Core businesses are able to achieve solid growth and high profit margins.
Competent management team
- CEO and other management team members are competent and open to dialogue.
- Governance, including the involvement of outside directors, is well-functioning.
Undervalued
- Short-term: Lower valuations compared to competitors and historical performance.
- Long-term: Significant valuation gap between intrinsic value and market cap.
Highlight of our engagement investment
16+ years of management consulting and engagement investment experience to support continuous generation of higher returns.
1Sourcing: Screening of 3,800 companies with our own model accounting profitability, growth, soundness, valuation, and liquidity.
216+ years of experience at BCG and Taiyo, analyzing candidate companies.
3Driving deep insights on company history and the management quality.
4Friendly engagement fund that allows constructive dialogue with the portfolio companies.
(while most hedge funds take a hostile approach)
5Investment and consulting services enable us to build a deep relationship with the company from the early stages, allowing easier value increase in the investment.