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Assets Under Management

Assets Under Management every fiscal year end

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Note 1) In February, 2005 SPARX Group acquired COSMO Asset Management in Korea.
Note 2) In June, 2006 SPARX Group acquired PMA Investment Management Limited in Hong Kong.

(Monthly AUM are available at "AUM-related materials" section in this page)
Strategy (Company) Description
Long-Short Strategy
The strategy's objective is to preserve capital and maximize capital appreciation by maintaining a diversified portfolio using minimal leverage. It follows a "bottom up" investing strategy and selects both long and short Japanese equities using fundamental analysis. It invests primarily in liquid large and mid-cap stocks.
Value Creation Investment Strategy
The strategy follows a "bottom up" investing strategy and selects a limited number of Japanese equities using fundamental analysis. Large ownership stakes in securities may be acquired to become a substantial and influential shareholder to proactively engage management to improve shareholder value. It invests primarily in mid-cap stocks.
Strategic Investment Strategy
The strategy follows a "bottom up" investing strategy and selects a limited number of Japanese equities using fundamental analysis. It invests primarily in mid and small-cap stocks.
All Cap Strategy
The strategy follows a "bottom up" investing strategy to construct a diversified portfolio of Japanese equities using fundamental analysis, with an emphasis on a long-term view. It invests primarily in large and mid-cap stocks .
Mid & Small Cap Strategy
The strategy follows a "bottom up" investing strategy to construct a diversified portfolio of Japanese equities using fundamental analysis. Substantial time is dedicated to research activities with more than 3,500 mid- and small-cap stocks in Japan.
Private Equity Investment Strategy / Others
The strategy's objective is to constructs a diversified portfolio of unlisted Japanese equities, with a general focus on pre-IPO issues.
Asia Pacific/Global Fund of Hedge Funds Strategy
The strategy provides multi-manager solutions by primarily investing in Asian-focused hedge funds.
Cosmo (Subsidiary)
Based in Seoul, Korea, Cosmo offers a wide range of Korean equities related strategies.
PMA (Subsidiary) Based in Hong Kong, PMA offers a menu of different Asia-related strategies and products ranging from Equities, Credit and FX-Rates.

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