STOCK

Global/Regional Specialization

• Global: Core/Opportunities
• Global Compact
• U.S. Small Select
• Europe: Core
• Emerging
• U.S. Blue Chip (Aradin*)
• U.S. large-scale high dividend (Edge*)
• U.S. Small and Medium-sized High Dividends (Edge*)
• Large U.S. Growth (CCI*)
• U.S. Small and Medium Growth (CCI*)
• U.S. Small Growth (CCI*)
• Global (Origin)
• Emerging (origin)

Operation characteristics and investment philosophy

We aim to acquire excess profits through "excellent stock selection" and "disciplined portfolio construction" through a fundamental approach that fuses quantitative and qualitative analysis. 

• Stock Investment Philosophy
• Overview of the Investment Process

Bond

Core/Core Plus

• Global Credit Opportunity
• U.S. Multi-Sector
• U.S. Investment Grade Corporate Bonds
• Investment-grade corporate bonds plus
• Liability Management (LDI)

Special Credits

• High Yield Bonds
• U.S. Municipal Bonds
• Direct Lending
• Short-term High Yield Bonds (Post)
• Bangkok Lawn (Post)
• Preferred Securities (Spectrum)

Investment characteristics and investment philosophy

Through a broadly diversified "multi-sector" portfolio, we aim to achieve stable investment results by acquiring added value from various sources of various sectors, issuers and individual stocks

Alternative

Equity Imaging/Alternatives

• Total Return on Emerging Securities (Finistère*)

Multi-asset

• Diversified Real Assets
• Global Multi-Strategy
• Global Diversified Income

infrastructure

• Listing Infrastructure

For details, please refer to here (Risks and expenses related to discretionary investment contracts).