ABOUT
Investment and Management Philosophy
INVESTMENT STRATEGY
We aim to proactively identify companies with potential in promising industries and grow alongside these companies. In particular, we focus on aspects of Environmental, Social, and Governance (ESG) to ensure that our invested companies can pursue sustainable development under a sound corporate governance structure. By doing so, we strive to maximize returns for investors and ensure that all stakeholders can share in the growth of the companies.
Investment in Promising Industries and Companies
- Pursue investments in companies with innovative technologies in growing industries.
- Consumer goods: investments that provide synergies, such as market expansion and M&A opportunities with platform companies.
- Traditional manufacturing: strategies to maximize efficiency through vertical integration or bolt-on M&A.
Proactive Response from a Macroeconomic Perspective
-Proactively monitor and respond to structural changes in macro industries.
-Consumer goods: consider investments by analyzing consumer behavior and industry changes.
-Traditional manufacturing: focus on investments in eco-friendly industries that can create future value.
-Healthcare industry: opportunities related to an aging population and population decline.
Provide Governance and Strategy Consulting
-Prefer investments with transparent corporate governance and independence of outside directors.
- Emphasize importance of management's reputation and trust.
- Provide constructive strategic consulting and help recruit outside experts for the growth of the company.
Alignment of Interest between Investors, Companies, Shareholders and Employees
-Align the interests of employees, shareholders, and management in growing companies.
- Propose measures that allow employees, shareholders, and management to share in growth.
- For long-term growth, we recognize the need to share the benefits with the company's societal stakeholders