UMJ Kotoshiro Fund （Japanese Long/Short Equity Strategy）
The UMJ Kotoshiro Fund provides unique investment opportunities by seeking alpha from the Japanese equity markets. The fund uses mainly a bottom up approach based on fundamental research. The top down approach is also taken to support the micro analysis. By adjusting volatilities between the long portfolio and the short it seeks to avoid unnecessary down side risks. The fund seeks a constant positive monthly return with a low correlation to the market.
Investment Manager – United Managers Japan Inc.
UMJ Super Cycle Fund （Japanese Long Short Equities Strategy General Technology & Manufacturer Focus/Technology Cycle）
Our approach is based on bottom up research on onshore/offshore technology firms and manufactures, analyzing their end products, middle products, materials, and their equipment and the larger technology cycle. Top down analysis is employed on each area for macro economy analysis. Based on this research and the results of the analysis, our Long Short positions are generated and the goal is to generate stable returns uncorrelated to the market.
Investment Manager – United Managers Japan Inc.
VPL-I Trust （Friendly Activist Strategy）
The Fund invests primarily in small to mid capitalization Japanese companies which are recognized as undervalued stocks. The Fund also supports the portfolio companies as a long-term shareholder to realize value and help them grow.
Fund Advisor – VARECS Partners Limited
UMJ Galleyla Fund (Japanese Long Short Equities strategy）
The UMJ Galleyla fund seeks to generate attractive absolute returns by investing in Japanese long-short equities and their related derivative instruments such as index futures and options. The fund uses an unique investment approach which emphasizes the crucial role of technical analysis.
Fund Advisor – Galleyla Investment Co., Ltd.
VistaMax Kurashiki JLS Fund （Japanese Long Short Equity Strategy）
The focus is to generate a high absolute return with small downside risk through a Long/Short strategy in Japanese listed stocks and futures/options. It is important to understand the market trends from analyzing market and quantitative analysis, and then construct a portfolio of contingencies through top down analysis.
Fund Advisor – VistaMax Fund Advisors Ltd
UMJ Kouwa Fund （Japanese Long Short Equities Strategy Sector Bias）
The fund specializes in domestic demand and consumption related sectors. The sectors we focus on are the retail, food, cosmetics, daily essentials, leisure and related sectors, and each sector is divided into sub-sectors. From mid-long-term views as well as short-term views, we aim to construct a unique portfolio which can be successful due to the unique nature of the fund being focused on these sectors.
Investment Manager – United Managers Japan Inc.
UMJ Ouka Fund
The Master Sub-Fund’s investment objective is to maximize the return on the Sub-Fund’s investments through investing and trading in Japanese publicly-traded securities and Japanese index futures and options, while accepting a level of risk that the Investment Manager believes is consistent with preservation of the Master Sub-Fund’s assets. Current income is not an objective. The Master Sub-Fund expects to invest almost all of its assets in Japanese equities. The Master Sub-Fund may hedge its portfolio positions using Japanese index futures and options. To achieve the Master Sub-Fund’s investment objective, the Investment Manager will employ a proactive, disciplined investment process based on the following principals, and guidelines.
Investment Manager – United Managers Japan Inc.
UMJ Japan Alpha Heroes Long Short Fund (Japanese Long Short Equities Strategy)
The Sub-Fund’s investment objective is to maximize the return on the Sub-Fund’s investments through taking long and short positions in Japanese publicly-traded securities, while accepting a level of risk that the Investment Manager believes is consistent with preservation of the Sub-Fund’s assets. The Sub-Fund maintains net exposure around neutral in an effort to generate absolute returns while reducing the impact of equity market fluctuations. On both the long and short side, the Sub-Fund adopts a bottom-up approach to better understand a company, its business model, its long-term strategy, its competition, supply chain, governance, etc. Earnings are the drivers of sustainable stock value, thus each investment is backed by detailed earnings models. Deep research goes well beyond published financials and investor relations commentary to understand the target in the context of its industry, competitors and management.
Investment Manager – United Managers Japan Inc.