Investment Philosophy
Focused on value, delivering results.
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Responsible Investing
Investment Philosophy
Markets should be analyzed in their global context
We manage our clients’ portfolios by applying a top to bottom approach. The macroeconomic climate has an influence on a company's performance. Therefore, our team spends time analyzing and understanding economic and geopolitical factors and their implications for businesses in order to determine market opportunities and risks.
It is important to diversify investing strategies over the various cycles
We efficiently manage our exposure to regions, cultures, currencies, sectors, industries, and securities. We consider that, by identifying alternatives among numerous potential sources of return, we will be able to ensure stable performance throughout time.
The key to adding long-term value is capital preservation
Our investment culture demands caution, therefore our strategy incorporates an emphasis on value and we frequently consider unconventional options. According to us, this is the right way to avoid both limitations and excesses.
The best way to optimize active management is to follow a strict strategy
Our basic investing strategy is based on a thorough examination of three factors: the macroeconomic environment, market analysis, and investor mood. Quantitative techniques that reduce human interpretation bias support this rigorous approach.
Our Decision Making Process
Structure and Rigor
Each investment choice is evaluated in terms of three criteria that have a significant impact on asset prices:
- The macroeconomic environment
- Market analysis
- Investor sentiment
Our rigorous methodology, which combines macroeconomic and fundamental analysis, provides a strong foundation on which we can stand firm in our beliefs.
Decision-Aid Tools
To validate our macroeconomic analysis and develop business ideas, we employ quantitative tools that we developed internally as part of our strategy. We feel that such technologies are critical in a world where markets are becoming increasingly efficient. They also allow us to avoid the default risks that all managers are facing.
Risk Management
Because of our value orientation and inclination to take contrarian positions, our approach to market risk management has traditionally resulted in low volatility and excellent protection from market losses. Furthermore, the active risk in the portfolios is supervised by an independent Risk Committee.
Focused on value
Our clients' prosperity fuels our success. By seeking to deliver value and ensure they meet their financial objectives we deliver our own goal of a stable, growing business.
At the core of our process is the grounding belief that investors should be compensated for the risks they take – in all market environments and any investment strategy.
Tadaoki Kokusai provides Customized, Innovative, Alternative Financial Solutions and Wealth Management Investment Strategies for individuals and small businesses.
We stay close to our clients to really understand their needs, for both today and down the road. We bring unique solutions to the table followed by flawless execution.