Our Japan Strategy


Performance


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 classificationFundamental long-short equities, long only strategy available as well.
Fund structuresDutch Fund for Joint Account (EUR and USD) for Japan long/short strategy, currently in liquidation.
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 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.

Corona and Corporate Governance in Japan

Posted on June 03, 2020

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


Awards & nominations

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