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SHIOZUMI-ASSET.COM

Shiozumi Asset Management

UPDATED on Oct. 25, 2011. SJOF New Prospectus September 2011 version [PDF 10.4MB]. Special Interview : Hideo Shiozumi [PDF 134KB]. Special issue on Citywire Funds Insider Magazine [PDF 757KB]. Asset management by the experts. CEO : Hideo Shiozumi. Over 30 years experience managing Japanese equities. Portfolio Manager with George Soros' Quantum Fund in the 1980's. Western perspective on investment not normally associated with Japanese investment managers. Registered and licensed in Japan. Shiozumi Asset M...

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Shiozumi Asset Management | shiozumi-asset.com Reviews
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UPDATED on Oct. 25, 2011. SJOF New Prospectus September 2011 version [PDF 10.4MB]. Special Interview : Hideo Shiozumi [PDF 134KB]. Special issue on Citywire Funds Insider Magazine [PDF 757KB]. Asset management by the experts. CEO : Hideo Shiozumi. Over 30 years experience managing Japanese equities. Portfolio Manager with George Soros' Quantum Fund in the 1980's. Western perspective on investment not normally associated with Japanese investment managers. Registered and licensed in Japan. Shiozumi Asset M...
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Shiozumi Asset Management | shiozumi-asset.com Reviews

https://shiozumi-asset.com

UPDATED on Oct. 25, 2011. SJOF New Prospectus September 2011 version [PDF 10.4MB]. Special Interview : Hideo Shiozumi [PDF 134KB]. Special issue on Citywire Funds Insider Magazine [PDF 757KB]. Asset management by the experts. CEO : Hideo Shiozumi. Over 30 years experience managing Japanese equities. Portfolio Manager with George Soros' Quantum Fund in the 1980's. Western perspective on investment not normally associated with Japanese investment managers. Registered and licensed in Japan. Shiozumi Asset M...

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shiozumi-asset.com shiozumi-asset.com
1

SHIOZUMI JAPAN OPPORTUNITIES FUND (SJOF)

http://www.shiozumi-asset.com/en/fund.html

Shiozumi Japan Opportunities Fund (SJOF). The Fund was established on 8th August, 1990 as a Unit Trust in Bermuda. The manager of the Fund is Shiozumi Investment Management (Bermuda) Ltd. The Fund is usually valued as at the close of business in Bermuda on Each Dealing Day (normally the 15th day and the last Business Day in each month). Prospectus(Prospectus.pdf 10.4MB). Side Letter to Unit Holders regarding change of name of the Fund's Trustee July 2016(change of name of the Funds Trustee.pdf 233KB).

2

OPERATING STYLE

http://www.shiozumi-asset.com/en/portfolio.html

Long term strategic holdings. A portfolio is comprised of a relatively few number of stocks (approx. 30-40), the majority of which are strategic, long term core stock holdings (80%), which are held for 2 to 3 years. The remaining stocks are tactical holdings (more focused on short term factors) which are usually held for six months to a year. All are high growth stocks trading on "reasonable" PE multiples generating good cashflow and having well capitalized balance sheets. Capture the immediate investmen...

3

CEO PROFILE

http://www.shiozumi-asset.com/en/ceo.html

Hideo Shiozumi’s brief personal history. Shiozumi Asset Management Co., Ltd. President, National and Foreign Capital Management Co., Ltd. President, Shiozumi and Company and Shiozumi America Limited. Director, Jardine Fleming (Securities) Limited, Tokyo. Director, Robert Fleming Investment Management Limited, London. Portfolio Manager, Robert Fleming and Co., Ltd., London. Hideo Shiozumi founded Shiozumi Investment Limited in 1990 to single-mindedly exploit the unfolding and attractive opportunity in inv...

4

VISION OF NEW-BORN JAPAN

http://www.shiozumi-asset.com/en/strategy.html

Vision of a “New” Japan. An investor understandably expects -a superior return while limiting risks. To accomplish this mission, a clear definition of a strategy and rationale for this strategy is necessary. Rigid government regulations and multi-layer distribution channels are softening as the westernization of Japan drives a fundamental changes. The old order of a manufacturing society is giving way to the new order of a service-oriented society. Back to the top.

5

COMPANY PROFILE

http://www.shiozumi-asset.com/en/about.html

Shiozumi Asset Management Co., Ltd. 7F MG Atago Building, 3-13-7 Nishi-Shinbashi, Minato-ku, Tokyo. The Director General of Kanto Local Finance Bureau No. 437. Japan Investment Advisers Association No. 011-01008. Shiozumi Asset Management Co., Ltd. has only professional investors as clients. It opened its doors with portfolio management for pension fund managers in America. Shortly thereafter, in December 1990, it established the Shiozumi Japan Opportunities Fund. Back to the top.

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UPDATED on Oct. 25, 2011. SJOF New Prospectus September 2011 version [PDF 10.4MB]. Special Interview : Hideo Shiozumi [PDF 134KB]. Special issue on Citywire Funds Insider Magazine [PDF 757KB]. Asset management by the experts. CEO : Hideo Shiozumi. Over 30 years experience managing Japanese equities. Portfolio Manager with George Soros' Quantum Fund in the 1980's. Western perspective on investment not normally associated with Japanese investment managers. Registered and licensed in Japan. Shiozumi Asset M...

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