Our Japan Strategy


Key characteristics

Strategy descriptionThe Pelargos Japan strategy is a fundamental value equity approach based on systematic idea generation and enhanced by disciplined risk management. We offer a long/short as well as a long only strategy.
Strategy classification Fundamental long-short equities, long only strategy available as well.
Fund structuresOn-shore: Dutch Fund for Joint Account (EUR and USD) for Japan long/short strategy

Off-shore: UCITS available for Japan long only strategy, click here for more information or here for our latest Japan equity market review newsletter
Risk profile long/short strategyafm_english_risicoscore_4-e1443021035378.jpg#asset:649

Sustainable Finance Disclosure Regulation (SFDR)

As part of its investment process, Pelargos Capital includes all relevant financial risks in its investment decision making process and evaluates them on an ongoing basis. In doing so, all relevant sustainability risks within the meaning of Regulation (EU) 2019/2088 of the European Parliament and of the Council of November 27, 2019, on sustainability-related disclosure requirements in the financial services sector (""Disclosure Regulation""), which could have a material negative impact on the return on an investment, are also taken into account.

Sustainability risk means an environmental, social or governance event or condition that, if it occurs, could cause an actual or a potential material negative impact on the value of the investment. Sustainability risks can therefore lead to a significant decline in the financial profile, liquidity, profitability or reputation of the underlying investment. If sustainability risks are not already taken into account in the valuation process of the investments, they can have a material negative impact on the expected / estimated market price and/ or the liquidity of the investment and thus on the return of the fund. Sustainability risks can have a significant impact on all known risk types and, as a factor, can contribute to the materiality of these risk types.

Pelargos Capital's investment strategies do not promote environmental or social characteristics within the meaning of the Disclosure Regulation (Article 8) nor are they classified as sustainable investments (Article 9).

Recent fund news

Pelargos Japan 2020 Voting Report

Posted on May 31, 2021

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

Pelargos Capital CIO Michael Kretschmer speaks about opportunities in Japanese equities

Posted on March 17, 2021

Recently 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.

Awards & nominations

Ihfa Award
Investors Choice Awards
Hfm Asiahedge Services Awards Shortlist Logos Performance
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