Fueling Innovation Together
Our Values
Our investment philosophy is deeply inspired by Japan’s values of integrity, responsibility, and creating positive societal impact. We focus on companies embodying these principles, ethically generating value and contributing to a better future. While we explore diverse industries, we deliberately avoid sectors with broadly recognized negative societal implications. Rooted in a respectful and thoughtful approach, we do not engage in tobacco, casino’s gaming, or cryptocurrency investments, ensuring our strategies remain aligned with the sustainable and forward-thinking vision guiding Japan’s evolving markets.
Fueling the growth of innovative startups with strategic capital and mentorship.
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Our Strategy
Quality
We define quality through a company’s ability to consistently deliver high margins and superior returns on capital, with a strong focus on operational efficiency and free cash flow generation. Aside from the Revenue Growth Rate, the key metrics we prioritize include Return on Invested Capital (ROIC) and Return on Capital Employed (ROCE). Our approach involves analyzing trends in these metrics and assessing a company’s capacity to sustain robust performance and long-term value creation, particularly in Japan’s dynamic and rapidly evolving market landscape.
Growth
Revenue Growth is a cornerstone of our quality assessment, reflecting a company’s ability to scale efficiently while adapting to the evolving economic and technological landscape. We prioritize businesses that can achieve sustainable growth with minimal capital expenditure, leveraging innovation and operational excellence to thrive in competitive markets.
Qualities deeply rooted in Japan’s economic culture align with our focus on identifying firms that adapt to rapid digital transformation and contribute meaningfully to the nation’s progress in sectors like SaaS and technology. By emphasizing sustainable growth, we aim to support companies that balance modern innovation with respect for tradition, ensuring their success in Japan’s unique market environment.
Team
Our decision-making process places significant emphasis on the quality of management, particularly within the unique context of Japan’s corporate environment. We prioritize companies led by engaged and visionary executives who deeply commit to their organization’s growth and success.
In alignment with Japanese values of accountability and collective responsibility, we look for leaders with a proven track record of integrity, strategic foresight, and the ability to drive innovation while honoring tradition. Significant insider ownership and a hands-on approach to corporate development are key indicators of strong leadership. We evaluate management’s past decisions and their alignment with the principles of long-term value creation, ensuring they embody the resilience and adaptability required to excel in Japan’s rapidly evolving economy.
Valuation
Identifying high-quality companies with exceptional management is challenging, but finding them at compelling valuations requires even greater precision. Our valuation approach focuses on rigorous cash flow projections, financial resilience, and realistic sales growth assumptions, ensuring a disciplined and thoughtful investment process.
In Japan’s evolving market landscape, we are particularly mindful of the nation’s unique economic environment and cultural emphasis on stability and long-term planning. We consciously avoid speculative valuations, prioritizing companies that align with Japan’s values of sustainability and steady progress. By focusing on businesses that balance innovation with financial prudence, we aim to uncover opportunities that offer growth potential and consistent value creation.
Focused Portfolio of Market Innovators with Diversification Factor
Our portfolio is strategically designed around high-potential companies in Japan, primarily focusing on the transformative:
As Japan undergoes a digital revolution, we invest in businesses driving innovation and efficiency, embracing the country’s cultural values. SaaS companies in Japan offer unique opportunities, blending cutting-edge technology with tailored solutions to meet the evolving needs of Japanese businesses. These firms are at the forefront of digital transformation, modernizing industries traditionally reliant on legacy systems and paving the way for scalable, sustainable growth.
While Japanese SaaS is the core of our investment strategy, we diversify into other industries and regions to maintain a balanced approach.
These include:
In addition to Japan, we invest in select markets across:
Portfolio Statistics
Below are the average performance metrics for our portfolio:
Qualifications
Our expertise is rooted in a deep understanding of Japan’s market dynamics and its commitment to innovation. By prioritizing Japanese SaaS companies, we align our investments with the nation’s rapid digital transformation, targeting businesses that balance tradition with forward-thinking solutions.
At the same time, our global approach includes opportunities in high-barrier industries, ensuring a diversified and resilient portfolio. We collaborate with specialists and apply rigorous research to identify companies that uphold ethical standards and deliver long-term value, reflecting Japan’s spirit of excellence and sustainability.
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