Our Asian Strategy


Performance


Key characteristics


Strategy descriptionThe Pelargos Asia strategy at its core is a fundamental value approach based on systematic idea generation and enhanced by disciplined risk management.
Strategy classificationFundamental long-short Asian equities
Fund structureOn-shore: Dutch Fund for Joint Account

Cayman Unit Trust and UCITS available on-demand
Risk profileafm_english_risicoscore_4-e1443021035378.jpg#asset:649


Recent fund news

Anatomy of a Boom — Bust cycle, written by Michael Kretschmer, CIO

Posted on May 09, 2018

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.

Pelargos CEO quoted in NY Times article: 'Despite Abe Scandal, Japanese Shares Are Among World's Best Performing'

Posted on March 21, 2018

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.