[Asset Management One Co., Ltd.] Started in-house management of crossover investment strategy fund
*Asset Management One Co., Ltd.*
Press release: September 2, 2024
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Started in-house management of crossover investment strategy fund *- Newly established domestic equity fund “Japanese Equity Crossover Strategy” -*
Asset Management One Co., Ltd. (Chiyoda-ku, Tokyo, President Noriyuki Sugihara, hereinafter referred to as “AM-One”) today announced the launch of a new domestic stock fund “Japanese
We would like to inform you that we have established an “Equity Crossover Strategy” (hereinafter referred to as the “Fund”).
This fund invests in listed and unlisted Japanese companies that are expected to create and support innovations that will transform the future of each industry. We will proactively manage assets with the aim of growing the trust assets of the fund by making early
investments in domestic growth companies and providing capital over the long term.
This fund adopts a crossover investment strategy that invests not only in listed emerging companies but also in unlisted companies. We support the medium- to long-term growth of startup companies by investing in unlisted companies with high growth potential and by continuing to be involved as long-term shareholders even after their initial public offering (IPO). The establishment of this fund aims to commercialize a full-fledged crossover investment strategy, and will invest up to approximately 30% in unlisted stocks using a foreign investment trust scheme. In addition, we will reduce the risk of investing in unlisted stocks by making carefully selected investments centered on late-stage startup companies.
Amid the structural changes that have seen Japan emerge from the “lost 30 years” and move toward normalized inflation, the Japanese government is aiming to become a nation built on asset management, and is promoting the asset management industry and asset ownership, which are responsible for managing household financial assets. The “Plan to Realize a Nation Based on Asset Management” outlines the need to reform the economy and create a virtuous cycle of growth and distribution that will lead to further investment and consumption. AM-One fulfills its social role as a management company, contributing to the realization of an asset management nation, and as a partner to investee companies, aims to achieve sustainable growth together. We hope to contribute to the resolution of social issues and connect the growth of the Japanese economy with the power of investment by bringing economic affluence as well as economic affluence. In particular, we believe that the growth of the Japanese stock market, which is our mother market, is essential to realizing our goal of becoming an asset management nation, and we will continue to support the growth of emerging growth companies and work to capture their growth opportunities.
AM-One has a proven track record in investing in emerging growth companies, and has traditionally been proactive in investing in emerging companies from the early stage of their stock listing, including cornerstone investments (*). It expands the area. Regarding the operation of this strategy, we will establish a “Crossover Investment Office” within the AM-One Strategic Management
Headquarters, with the aim of accumulating investment results and strengthening management capabilities.
As an asset management company that “develops the future through the power of investment,” AM-One will continue to aim for the development of capital markets and the realization of a better society through the development of new products and the sophistication of existing investment strategies. Masu.
(*) When participating in an IPO, institutional investors must receive an “Indication of Interest” in advance.
An investment method that involves doing “Interest (IOI)” or participating in “Original closing” in which a certain number of shares are allocated.
That’s all
[Reference: Concept of crossover investment strategy adopted by this fund] Through a crossover investment strategy, the Fund will provide capital to Japanese listed and unlisted companies promoting transformational innovation through the pre- and post-IPO phases, enabling startups to sustain their long-term business growth. We will support you. AM-One believes that this kind of investment behavior captures long-term and wide-ranging corporate growth and leads to high investment results.
* [Notes] *
●This material was created by Asset Management One Co., Ltd. ●This document is for the purpose of providing information and is not intended to solicit investment from investors.
●Investment trusts invest in securities with price fluctuations such as stocks and bonds (foreign currency-denominated assets are subject to exchange rate risk), so changes in the market environment and the credit status of the issuers of the securities included in the investment trusts The standard price will change depending on the situation. For this reason, investors’ investment principal is not guaranteed, and investors may incur losses and fall below their investment principal due to a decline in the base price. All profits and losses from the operation of the fund belong to the investors. Also, investment trusts are different from savings deposits. ●The contents of this document are as of the time of creation (September 2, 2024) and are subject to change without prior notice. ●Investment trusts are
1. It is not a deposit or an insurance contract. Furthermore, it is not subject to the protection of the Deposit Insurance Corporation or the Policyholder Protection Corporation.
Additionally, if you do not purchase through a securities company, you are not subject to the Investor Protection Fund.
2. There is no principal guarantee or yield guarantee for the purchase price. 3. The value of the invested asset may decrease and be less than the purchase price, but the loss caused by this will be borne by the purchaser.
It will be.
* [About Asset Management One] *
Asset Management One is an asset management company launched in October 2016. The balance of assets under management (*) in both the “Investment Advisory Business” and “Investment Trust Business” business areas is approximately 69 trillion yen, one of the largest in Japan. As an asset management company whose corporate message is “Cultivating the future through the power of investment,” AM-One brings together the wisdom related to asset management that we have cultivated over the years, and is committed to developing traditional assets supported by a global investment research system. Cutting-edge investment strategies that make full use of active management and financial engineering
We aim to provide the highest level of solutions to meet the diverse investment needs of individual investors and institutional investors. *The balance of assets under management is as of the end of March 2024.
Official website https://www.am-one.co.jp/
Trade name etc. / Asset Management One Co., Ltd.
Financial Instruments Business Operator Kanto Local Finance Bureau (Kinsho) No. 324
Member associations: Investment Trusts Association of Japan, Japan Investment Advisers Association of Japan