Anciens postes connus de Takaaki Yoda
| Sociétés | Poste | Fin |
|---|---|---|
APS Asset Management (Japan) Co. Ltd.
APS Asset Management (Japan) Co. Ltd. Investment ManagersFinance APS-JP is an active, growth-oriented investment manager with a long-term investment horizon. They believe that Asian markets are inherently inefficient and seeks to identify mispriced growth stocks. The firm pays limited attention to macro-economic forecasts, market trends or short-term earnings expectations of companies. They seek to invest in companies likely to benefit over the long term from trends affecting their business environment, and that are shareholder-conscious. Their investment approach is fundamental, relying on in-depth fundamental research that includes company visits. Their investment process is resolutely bottom-up. Their portfolios consist of aggregates of uncorrelated 'alpha clusters', consisting of groups of growth companies with a competitive edge and a sound structure, chosen around investment themes. The firm considers themes such as under-researched companies, new product or service development and artificially created short-term market price fluctuations. The firm's valuation process accounts for balance sheet structure and their stock selection targets business dynamism. Company visits are an important part of the research process, as is the input of customers, suppliers and competitors. Stocks are sold when prices have run ahead of fundamentals, when fundamentals have changed, or when initial assumptions are disproved. | President | 01/03/2006 |
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Sociétés liées
| Entreprise privées | 1 |
|---|---|
APS Asset Management (Japan) Co. Ltd.
APS Asset Management (Japan) Co. Ltd. Investment ManagersFinance APS-JP is an active, growth-oriented investment manager with a long-term investment horizon. They believe that Asian markets are inherently inefficient and seeks to identify mispriced growth stocks. The firm pays limited attention to macro-economic forecasts, market trends or short-term earnings expectations of companies. They seek to invest in companies likely to benefit over the long term from trends affecting their business environment, and that are shareholder-conscious. Their investment approach is fundamental, relying on in-depth fundamental research that includes company visits. Their investment process is resolutely bottom-up. Their portfolios consist of aggregates of uncorrelated 'alpha clusters', consisting of groups of growth companies with a competitive edge and a sound structure, chosen around investment themes. The firm considers themes such as under-researched companies, new product or service development and artificially created short-term market price fluctuations. The firm's valuation process accounts for balance sheet structure and their stock selection targets business dynamism. Company visits are an important part of the research process, as is the input of customers, suppliers and competitors. Stocks are sold when prices have run ahead of fundamentals, when fundamentals have changed, or when initial assumptions are disproved. | Finance |
















