Performance Update

Performance Update

We have updated the portfolio performance and portfolio strategy information as of Q2 2021 on this page in this site. Our goal is to achieve persistent and strong returns on thorough research on fundamental ideas, and we think our goal has been reasonably achieved against the fluid market noise.

The figures are net of fees and commissions, based on GIPS verified and time-weighted total return of the actual portfolios with the identical strategy under management. We had no irregular gains such as IPO participation.

We do not manage the portfolio intentionally against a market index. The total return of MSCI ACWI Net Total Return USD Index is shown as a reference.

We continue to make efforts to improve the execution of research process and to deliver better outcome.

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