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UPDATED ON Dec.15, 2008
Asset management by the experts
Shiozumi Asset Management.
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Shiozumi Asset Management Co., Ltd. was registered
and licensed in Japan in 2001 to provide highly specialized expertise in Japanese
investment portfolio management.
| The history of Shiozumi Asset Management Co.,
Ltd. |
| 2001 |
Registered and licensed in Japan. |
| 1990 |
Established in Hong Kong as Shiozumi Investment Limited. |
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- Close communicatioin
We welcome frequent visits to our office from our clients who are traveling
in Asia. We also make a point of an annual business call. Frequent telephone
contact is the norm.
- Consistent reporting
The company strives to provide timely, accurate, and consistent reports in
the strictest of confidentiality.
- Compensation
Dependent upon client wishes, compensation for services of Shiozumi Asset
Management Co., Ltd. can be either a fixed percentage fee or an incentive fee
tied directly to the performance of the portfolio.
| COMPARISON WITH COMPETITORS |
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Shiozumi Asset Management Co., Ltd. has a
distinctive and, focused investment perspective and style which stands it apart
from its competitors.
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Shiozumi Asset Management |
Competitors |
| Investment Orientation |
Experienced, western, and long term focused with roots grounded
in local Japan market knowledge |
Frequently inexperienced, short term in focus with little first
hand knowledge of Japanese market |
| Strategy
Foundation |
New Japanese consumer |
Manufacturing |
| Strategy |
Medium-term high growth at reasonable PE multiples with focus
on Japan's smaller companies |
"Yesterday's" conventional large-cap emphasis |
| Portfolio |
Concentrated (30-40stocks) |
Diluted(50-100 stocks), index-directed |
| Sector Emphasis |
Service and retail/distribution |
Scattered without focus |
| Turnover |
Low |
High |
| Stock Selection |
Strategic, long term |
Short term, trading-oriented |
| Operational Dimension |
Seeks opportunities |
Avoids risks |
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