The Japanese population is getting older. This demographic shift has an impact on economic activity, and thus creates investment opportunities.
|Strategy description||The 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 structures||Dutch Fund for Joint Account (EUR and USD) for Japan long/short strategy, currently in liquidation.|
|Risk profile long/short strategy|
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).
The Japan long/short equity fund is an open-ended investment fund authorised and registered by the Netherlands Authority for the Financial Markets (AFM).
The Fund is a Fund for Joint Account (FGR, “fonds voor gemene rekening”) and qualifies as a Dutch tax exempt entity (VBI, “Vrijgestelde Beleggingsinstellingen”), and as such adheres to the specific accompanying tax requirements.
Recent fund news
Pieter van Putten appointed as Managing Director at Pelargos Capital
Pelargos 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.