Cerulean Tower, 26-1 Sakuragaoka-cho, Shibuya-ku, Tokyo Japan 150-8512
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Portfolio Management

Portfolio Management

We are able to provide portfolio management services to a variety of different clients, accommodating for the different needs and objectives that each individual’s asset allocation must encompass. We base our ongoing service on the innovative investment recommendations presented by our expert analysts; they identify these opportunities through extensive market research and due-diligence.

  1. The foundation of our investment model incorporates certain essential themes; We acknowledge that the financial markets are inherently volatile; therefore sophisticated and refined security allocation is vital. We believe in the active management of your portfolio as this allows us to continually concentrate on balancing and aligning your selections, therefore increasing the capability of creating surplus returns and income, with a relatively low risk profile. This protects the possibility of the permanent loss of capital.
  2. We engage an extensive bottom-up research and investigation process, this complex analysis of our investment strategies ensures that we competently and accurately anticipate the prospective value of an investment and its forecasted development.
  3. We strive to determine opportunities that are trading with values that do not correlate with our evaluation and analysis, as when undervalued and under-appreciated securities are identified it presents a margin of protection that can further increase the potential for profit.
  4. We are also committed to concentrating on a long-term service, as the most secure and stable environment to generate good returns and income rates is to hold these undervalued securities until the true intrinsic value is recognized within the market, creating a larger profit margin. This is as oppose to moving quickly through the markets acquiring holdings that present good short-term returns yet include a higher level of risk and exposure.
  5. We maintain a unique outlook and interpretation of risk management within the investment process. We perceive the permanent depreciation and loss of capital to be a much largest threat to your overall wealth than the natural risk and volatility of the financial markets. This is because we recognize this fluidity allows for increased profitability when combined with our superior expertise, as we are able to purchase high-grade products at discounted rates and therefore produce excess income when they mature. As the actual market worth transcends the cost of our purchase.