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 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 participates in Opalesque webinar "Corona Fighters"

Posted on April 29, 2020

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.

Pelargos Capital and Universal Investment launch dedicated Japan equity fund with governance focus

Posted on April 06, 2020

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.

Awards & nominations

Ihfa Award
Investors Choice Awards
Hfm Asiahedge Services Awards Shortlist Logos Performance
Barclay Logo Small