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June-Yon Kim Benedicte Gravrand, Opalesque Geneva for New Managers: Azabu Value Partners (Cayman) launched the Azabu Value Master Fund, a Japan-focused fundamental equity long/short strategy, under the umbrella of Rogers Investment Advisors KK on December 5, 2016. The fund will seek to take advantage of Japan’s economic and equity market cyclicality.
It is managed by June-Yon Kim and Oleg Zuravljov, former Fidelity Japan colleagues with decades of combined experience in Japanese equities.
Michael O’Flynn, head of business development and a financial markets veteran, serves as managing director of Azabu Value Partners, the general partner of the fund.
The fund employs a fundamental bottom-up strategy, investing in Japanese larger capitalization stocks, with a derivative overlay.
"We believe our investment approach, which focuses on fundamental bottom-up research to identify undervalued and overvalued securities, combined with a top-down macroeconomic assessment to opportunistically adjust overall market exposure, can achieve consistent returns regardless of the general direction of the Japanese market," Mr. Kim told Opalesque. "In addition, our derivative overlay affords opportunities to enhance returns via yield enhancement and also protect investment capital."
Zuravljov said, "Japan is probably the most cyclical developed market in the world. Fundamental stock pickers i...................... To view our full article Click here
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