Latest news

Pelargos Japan Alpha Fund goes into liquidation

Effective Nov 30, 2021, Pelargos Japan Alpha Fund has closed and has subsequently entered liquidation. We would like to thank all our partners and clients for the support we have received over the years.

Pelargos Japan 2020 Voting Report

Pelargos has published its 2020 voting report. See here for details.

Pelargos Capital CIO Michael Kretschmer speaks about opportunities in Japanese equities

Our CIO Michael Kretschmer spoke about opportunities in the Japanese equity market in a Champions Call organized by Universal Investment. The presentation is in the German language, but materials are available in English. The presentation can be viewed here.


The Pelargos way

Number1

Fundamental value investing in Asian and Japanese equities

We believe that fundamental, bottom-up value analysis enables us to better understand and more effectively manage risk. We target asymmetric pay off structure with strong positive skews and our process incorporates systematic and quantitative techniques. We are convinced this is the best way of capturing alpha and building wealth.

Number2

Entrepreneurial culture with institutional infrastructure

Pelargos is regulated under the AIFM directive and reports to various industry oversight bodies. Pelargos is a AIMA member and our key service providers are best of class partners. Our state of the art technology supports our fundamental research efforts and systematic trading tools. Our infrastructure enables effective reporting tools and performance attribution analysis to provide transparency for our clients.

Number3

Proven trackrecord

Launched in the midst of the 2008 financial crisis, the Pelargos team has delivered excellent results in both up and down markets. Thanks to the fixed capital commitment from our cornerstone investor and partner Aegon, Pelargos approaches the investment business with a long term horizon. This enables us to effectively control the downside and to expose us to attractive upside.


Our equity solution

Unlock value in Japan with active downside control

Our Solution

Inefficient markets provide alpha opportunities

Japan is a dynamic country with unique sets of investment opportunities.The investment universe encompasses global leaders such as Toyota and a great variety of small caps trying to establish disruptive business models.

A history of extreme volatility

The excessive volatility of the Japanese market can be explained by its high sensitivity to changes in global growth. Foreign investors using the market as a macro economic bet tends to exacerbate excessive volatility. A strong representation of local investors can create market inefficiencies.

Downside risk must be actively managed

Value investing delivers superior returns in Japan and we enhanced our fundamental value approach with systematic and disciplined risk management. This allows us to achieve attractive returns with limited downside, and so to compound wealth in the long run.


Our people