Sat, Jul 22, 2017
A A A
Welcome Guest
Free Trial RSS
Get FREE trial access to our award winning publications
Alternative Market Briefing

Japanese equities offer value investing opportunities

Friday, August 03, 2012

amb
Mark Pearson
Bailey McCann, Opalesque New York:

Based in Tokyo, Arcus Research is the research arm of Arcus Investment Limited, a London investment firm. Mark Pearson and Peter Tasker are the two co-founders. They founded the firm together in 1998, after having worked together in various capacities since the 1980s. They have a flagship Japan Long/Short fund - the Zensen Fund that has been active for the last ten years. They were recently interviewed by Matthias Knab for Opalesque TV.

Over the past ten years, the flagship fund has been up 110% while the broad markets were down an average of 20%. The men owe this outperformance to a careful, disciplined approach to stock selection. "Our returns come from the long-term very careful stock selection, buying cheap stocks and selling overvalued stocks," Pearson says. He notes that the fund has been able to capitalize on the growth of the Japanese corporate sector since 2002.

According to Tasker, the lack of outside investor interest in Japan has actually benefited them in the sense that they have been able to be active in exploiting the inefficiencies that arise out of the neglected market. "If it just continues like this, we hope to make money because we have made money over the last 13 years in exactly this environment.{...}The inefficiencies alone are enough for us to make money."

Despite investor neglect, Tasker sa......................

To view our full article Click here

Today's Exclusives Today's Other Voices More Exclusives
Previous Opalesque Exclusives                                  
More Other Voices
Previous Other Voices                                               
Access Alternative Market Briefing

 



  • Top Forwarded
  • Top Tracked
  • Top Searched
  1. Already above average, Singapore high-networth investors add hedge funds and alternative investments[more]

    Komfie Manalo, Opalesque Asia: An above-average proportion of Singaporean HNW wealth is allocated to alternative investments - the majority of which is held in hedge funds, according to the latest research by ReportLinker. In its report entitled, Wealth in Singapore: HNW Investors 2017

  2. Launches - Crypto boom: 15 new hedge funds want in on 84,000% returns, Crypto madness is striking VCs as Union Square analyst leaves to start new fund[more]

    Crypto boom: 15 new hedge funds want in on 84,000% returns From Forbes.com: With 43 projects raising $1.2 billion in initial coin offerings since May 1, according to Nick Tomaino's The Control, and with stratospheric returns for so many ICOs -- 82,000% for Ethereum, 56,000% for IOTA, 44,

  3. FinTech - The machines are coming... Elon Musk's grim warning, Tezos' $232 million ICO may just be the beginning, A gentle introduction to Initial Coin Offerings (ICOs), Billion dollar tokens, ICOS & crazy market swings WTF is going on!?, How AI is changing the way we invest, How the tech revolution is bringing flip-flops and beanbags to Wall Street, A 'machine-learning' approach to venture capital[more]

    The machines are coming... Elon Musk's grim warning From Tenplay.com.au: Tesla chief Elon Musk has called on US Governors to take 'decisive' action to curtail "the greatest risk we face as a civilization": Artificial Intelligence, or AI. Speaking at a meeting of the National Governor Ass

  4. News Briefs – Sears inks $200 million credit line from CEO Eddie Lampert's hedge fund, shares jump 9%, Rwanda: Global hedge fund to increase investments[more]

    Sears inks $200 million credit line from CEO Eddie Lampert's hedge fund, shares jump 9% Sears Holdings has landed a fresh line of credit, valued at $200 million, from its CEO Eddie Lampert's hedge fund, the retailer said Monday. Sears' stock climbed about 9 percent higher Monda

  5. Despite current limits, robo-advisors will be preferred investment solution for retail, gain importance for affluent and high net worth[more]

    Matthias Knab, Opalesque: Flynt, a Swiss FinTech focusing on proprietary technology platform for private and institutional clients, has published a brief paper on "Investing in the world of robo-advice and passive instruments". As investors will become more reluctant to pay for investment advi