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For further information please email investorrelations@pelargoscapital.com or telephone +31 70 756 8030.
After winding down its operations and finalising its regulatory reporting requirements, Pelargos Capital BV has entered liquidation on July 20th, 2022. We would like to thank all our partners and clients for the support we have received over the years.
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 has published its 2020 voting report. See here for details.
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.
Read here for a contribution by our CIO Michael Kretschmer on Medium.com on the changes in the corporate governance landscape in Japan.
Pelargos Capital participated in the Opalesque "Corona Fighters" webinar, in which 5 investment managers discussed how they manage a positive performance during the recent market crisis. For a replay of the contribution of our CIO Michael Kretschmer, please click here.
In February 2020, Pelargos Capital and Universal launched Pelargos Japan Reiwa Fund, a Japan long only equity fund with governance focus on the Luxembourg UCITS platform of Universal Investment. For a press release in English, click here, and for the German press release, click here.
For updated information on the fund, click this link.
The Japanese population is getting older. This demographic shift has an impact on economic activity, and thus creates investment opportunities.
Read morePelargos Capital has appointed Pieter van Putten, CFA, as Managing Director and COO/CFO. He is succeeding Patrick van de Laar who will be joining Saemor Capital on a fulltime basis as COO/CFO.
Pieter has been working for Pelargos on a number of projects over the past few years. He has a long career in fund management gained in both Europe and Asia. Pieter will be taking on the COO/CFO role, as well as the business development activities of Pelargos.
In this in-depth article we aim to provide an overview of the most important developments in the Japanese stock market over the past 30 years. It includes changes in corporate governance and its growing impact on the way business is done. Please click here for the full article.
Japanese Prime Minister Shinzo Abe was engulfed this week in possibly the worst political scandal in his five years in office, but Japan's stock market was among the best performing in the world as investors were convinced he would ride out the crisis. "We are concerned (about the scandal) but as far as Abe is staying, not a huge problem at least for equity market,"said Richard Dingemans in the article.
Please find under the ‘Strategies’ tab in ‘Our Japan Strategy – Official Information’ the recently revised edition of the Japan prospectus.
Archimedes in the Bathtub – CIO Michael Kretschmer shared his thoughts in the March edition of the CFA Institute Magazine on the implications of modern day central bank activism and what it means for equity investors.
We just published our December newsletters. For the Japan strategy we started to provide a Japanese version. If you like the product or have any questions please do not hesitate to reach out and use the above mentioned e-mail address.
Japans’s Stewardship Code was published in February 2014. The Code sets out best practice principles for responsible institutional investors. It was established by a Council of Experts appointed by the Financial Services Agency (FSA). Today we published our Basic Policy for Fulfilling Stewardship Responsibilities.
Pelargos Capital’s CEO, Richard Dingemans, participated in the widely publicized Financial Investigator Roundtable discussing Japan. The transcript is available in Dutch.
Pelargos Joins Hedge Funds’ Bet on Turnaround at Honda
Automaker’s price-to-book ratio is lowest in 20 years
In his upcoming trip to Japan Leo will spend the next two weeks in Tokyo, meeting with 40+ corporates and 20+ analysts. Please feel free to reach out and meet up with him.
The Pelargos team will be in Tokyo from 2-6 September 2019.
Richard will be in Tokyo 9-12 november to participate in a trade mission of the Dutch government on the subject of Alternative Investments.