SPARX

We’re excited to announce the launch of the SPARX Japan Equity Long Short Fund, a new UCITS fund classified under Article 8 of SFDR! This Fund leverages our expertise in long-short strategy while integrating ESG considerations. With Japan’s evolving corporate landscape and market inefficiencies, we see attractive opportunities for alpha generation. The UCITS structure provides regulated, transparent, and liquid access to our strategy. For more details, please check here. https://lnkd.in/gH32mZhC #SPARX #UCITS #JapanEquities #InvestJapan #LongShort #SustainableInvesting #Article8 #SFDR #AssetManagement

Masakazu Takeda, CFA shares his insights on the Japanese market and discusses the SPARX Japan Focus All Cap Strategy. We hope you find it insightful. https://lnkd.in/ggfMV5pB #SPARX #JapanEquity #InvestmentInsights #InvestJapan

Japan Asia Focus Growth Strategy: Performance Review 2024 Angus Lee, Portfolio Manager, SPARX Japan Asia Focus Strategy https://lnkd.in/gcrcCuKD #SPARX #JapanEquity #AsiaEquity #InvestmentInsights #InvestJapan #InvestAsia

Masakazu Takeda, CFA shares his insights on the Japanese market and discusses the SPARX Focus All Cap Strategy. We hope you find it insightful. https://lnkd.in/gX39DSA9 #SPARX #JapanEquity #InvestmentInsights #InvestJapan

Investing in Timeless IP: Why Virtual Celebrities Outshine Human Stars Angus Lee, Portfolio Manager, SPARX Japan Asia Focus Strategy Growing up with PlayStation, Japanese anime, and later K-pop, I’ve witnessed how global entertainment trends have evolved. Today, thanks to social media and streaming platforms, high-quality content can easily reach global audiences. I believe Asia offers some of the best opportunities to invest in entertainment IP businesses. Virtual celebrities like Hello Kitty present unique investment prospects—unlike human celebrities, they don’t age or renegotiate contracts. IP-based businesses are asset-light, cash-generative, and have significant growth potential in the digital age. With platforms like YouTube, Netflix, and TikTok, IPs can maintain continuous engagement with global audiences. At SPARX, we use a fundamental, bottom-up approach to identify these exciting opportunities in Asia's entertainment sector. https://lnkd.in/eKRtg_ba #SPARX #JapanEquity #AsiaEquity #InvestmentInsights #InvestJapan #InvestAsia

2024 Q2 Update by Masakazu Takeda, CFA, Portfolio Manager of SPARX Japan Equity Focus All Cap Strategy In this video, we delve into the delicate balance of homogeneity and egalitarianism in Japan, examining how these cultural traits impact the business environment, influence economic policies, and present unique challenges and opportunities. Join us as we explore how Japan is leveraging its cultural strengths to embrace change and drive future growth. https://lnkd.in/gY_R-BSm #SPARX #JapanEquity #InvestmentInsights #InvestJapan

Increasing Delisting: The New Metabolism of the Japanese Stock Market Masataka Kawabe, Chief Analyst SPARX Japan Value Creation Strategy Our latest report delves into the dynamic shifts within Japan’s stock market: 🔹 Increasing Delisting: Corporate actions like MBOs are driving delisting to potentially surpass IPOs in 2024, signaling a rise in market metabolism and a possible decrease in listed companies. 🔹 High Number of Small-Cap Companies: Japan's market features a large number of listed companies, many with small market caps, creating a mixed landscape of high and low-value firms. 🔹 Challenges of Listing: While listing aids in capital raising and credibility, it limits management freedom, making going private an attractive option for some companies. Explore more on our website: https://lnkd.in/gqZWmWfK #SPARX #JapanEquity #InvestmentInsights #InvestJapan

Cultural Norms in Japan: The Good and Bad of Homogeneity and Egalitarianism Masakazu Takeda, CFA, Portfolio Manager SPARX Japan Equity All-cap Strategy Exploring the intricate balance of homogeneity and egalitarianism in Japan, this article delves into how these cultural traits shape the business environment, influence economic policies, and present both challenges and opportunities. Discover how Japan is navigating its unique cultural landscape to embrace change and drive future growth.  https://lnkd.in/g3gTrYd9 #SPARX #JapanEquity #InvestmentInsights #InvestJapan

Is Yen Depreciation a Headwind for Small and Mid-Cap Stocks? Takenari Okumura, Manager, SPARX Japan Equity Small and Mid cap Strategy The significant decline of the Japanese yen in 2024 has posed challenges for Japan's small and mid-cap stocks. However, we believe that there are exceptional companies that view changes in the business environment, such as yen depreciation and inflation, not just as challenges but as opportunities for growth. Our latest article delves into how yen depreciation impacts these stocks and explores the shifting landscape and strategic investment opportunities in Japan. Read the full article to understand the current situation and the potential for growth. https://lnkd.in/gt_ugPS6 #SPARX #JapanEquity #InvestmentInsights #InvestJapan

Introduction of SPARX Japan Asia Focus Strategy Angus Lee, Portfolio Manager, SPARX Japan Asia Focus Strategy Introducing our all-cap Asia including Japan equity strategy! At SPARX, we aim to capture opportunities across the entire Asian region using a unified approach. With growing economic ties within Asia, we believe investing in the region as a whole is one of the best approach to capital allocation. Discover more about our holistic investment strategy.  https://lnkd.in/g2NGXTiZ #SPARX #JapanEquity #AsiaEquity #InvestmentInsights #InvestJapan #InvestAsia