Arcus Invest is a fund manager founded in 1998 that focuses on producing returns through disciplined and active investment in undervalued equities. The company's investment strategies concentrate on Japan or Asia including Japan, offering long only and long-short strategies.

Arcus Investment Limited

Arcus Invest

Arcus Investment Limited is a boutique asset management firm. 
It was established in 1998 and specialises in value investing in Japan equities.  With over $2bn of funds under management, we have a range of long only and long-short strategies whose sole focus is Japan.
Our investment process has successfully withstood the test of time, our funds and managers both being highly ranked versus their peers.

We are delighted to announce we have won an award: CAMRADATA IQ Awards 2024 - Japanese Equities.  "The CAMRADATA Awards are presented to those vehicles that have the highest IQ scores across these asset classes. The IQ reports are based purely on the performance of asset managers’ funds over the 3-year time period ending December 2023."   Well done to Ben Williams, Mark Pearson and the whole Arcus team.

"Over the last few years, there has been a remarkable contrast between the performance of the Japanese stock market and the economy. Major companies with significant overseas exposure have benefited hugely from the extraordinary weakness of the yen. Meanwhile, domestic demand, particularly consumption, has stagnated as inflation, although low in international terms, has consistently outpaced wage rises. 

The result: people have less money in real terms and therefore spend less. 

Wisely, the Bank of Japan has refused to tighten monetary policy until there is a change in this configuration, but now there are clear signs that a new reality is taking shape. Inflation is set to decline, and wage hikes are set to increase. Thanks to this “golden crossover”, long-suffering Japanese workers will finally see real income growth – and spending should rebound accordingly."

#japan #economy #wages #income

Article by Arcus Investment Limited

Arcus is pleased to announce its sponsorship of the inaugural UK Ekiden running relay race to commemorate the 100th anniversary of the Hakone Ekiden. Taking place on June 24th, the race will follow an iconic route from Oxford to Windsor along the Thames Path. 

Ekiden, a widely celebrated sport in Japan, symbolises teamwork, endurance and camaraderie as teams relay over long distances. With our deep understanding of Japan, we’re proud to be a part of this event as it brings a long-standing Japanese tradition to the heart of the UK. 

To learn more about the UK Ekiden, please see here: https://ukekiden.com/

Japan is increasingly drawing interest from international investors as its equity market goes from strength to strength. With 25 years of experience as a value investor in the country, we’ve seen our share of monumental bull markets, miserable bear markets and everything in between – and know how to find interesting investment opportunities.
 
In the latest episode of Simon Brewer’s  The Money Maze Podcast, our Co-Founders Mark Pearson and Peter Tasker expand on Arcus’ experience in Japan and discuss the “bread & butter” of our investment process. 
 
Want to know more about our investment approach? Hear from Mark below ⬇️ and listen to the full episode here: https://lnkd.in/e2Y9VBDv

Arcus Investment Limited is authorised and regulated by the Financial Conduct Authority (“FCA”) in the United Kingdom
#valueinvesting #japanesemarket

Our Portfolio Manager Ben Williams recently sat down with Citywire Wealth Manager’s Nour Azhar (نور ازهر) Azhar to discuss Arcus’ contrarian investment strategy for Japan’s real estate sector. 

“Most real estate stocks have a certain amount of leverage – and investors thought that if interest rates are going to rise, we want to sell off real estate stocks. That gave us the opportunity in terms of valuations that were really attractive.”

Read the full article here: https://lnkd.in/e3vQQ4Td

#Japan #ValueInvesting #JapaneseEquities

Definitely worth reading Peter Tasker's latest Arcus Investment Limited Insight in which he considers the Bank of Japan’s opportunities to impress using its stock holdings mostly accumulated in the past decade. #japan #valueinvesting 
https://lnkd.in/eZh4GWnp

Great to see Mark Pearson awarded a first FE fundinfo Alpha Manager rating in the latest rebalance, "highlighting their track record of consistent outperformance". #valueinvesting #japanesemarket 

https://lnkd.in/exUGhWv3

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