Latest news

Pelargos Capital presents in ChampionsCall organized by Universal Investment

CIO Michael Kretschmer presents the current situation and expected developments around corporate governance in Japan (in German language). Please click here for the full presentation.

Corona and Corporate Governance in Japan

Read here for a recent contribution by our CIO Michael Kretschmer on Medium.com on the changes in the corporate governance landscape in Japan.



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.