J Flag Investment Co.,Ltd.
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1 Company profile February, 2014 J Flag Investment Co.,Ltd. Director of Kanto Local Finance Bureau (Financial instruments firms) No. 2218
2 Company Profile Name: J Flag Investment Co., Ltd. Established: May, 2009 Business License: Investment Advisory Shareholder: Owned by Hisashi Osezawa Key Personnel: Hisashi Osezawa, CEO,CIO Koji Inokoshi, Director, Business Development Masafumi Hikima, Director, Internal Administration Address: Jyujiya Bldg, 5F, ,Nihonbashi-Kayabacho, Chuo-ku, Tokyo Telephone : FAX : [email protected] 2
3 Management team Audit Board of Directors CEO Investment Research Business Development Internal Administration Hisashi Osezawa CEO&CIO Koji Inokoshi MD Masafumi Hikima MD Senior Portfolio Manager Institutional Marketer Professor, Sophia University President & CEO MD VP Alliance Bernstein, Tokyo Nikko Asset Management 3
4 Profile of Hisashi Osezawa (CEO&CIO) August, 2001-May, 2009 JP Morgan Asset Management, Managing Director Senior Portfolio Manager, JF Japan Portfolio Group October July Shinwako Investment Management Portfolio Manager, Japan Equity April, 1994-September, 1997 Wako Securities, Tokyo Japan Equity Analyst, International Division April, 1991-March, 1994 Wako Securities US, New York Japan Equity Sales for US institutional investor April, 1988-March, 1991 Wako Securities, Tokyo Japan Equity Trader, International Division April, 1987-March, 1998 Wako Securities, Tokyo Retail Sales 4
5 Philosophy & Style Philosophy : Market is inefficient (especially for the mid./small cap. sector) Real value of individual company can be adequately identified by thorough company research In order to earn superior returns, top-down view (macro economic analysis, sector analysis,etc) is also considered essential Investment Style : Growth At Reasonable Price Portfolio Construction : Bottom-up Risk Control : Total risk, VAR 5
6 Third-Party Evaluations (Investment Trust) Award "JF The Japan in JP Morgan Morning Star Fund of the year 2002 Morning Star Fund of the year 2003 Lipper Fund Award Japan
7 Focused on micro/small cap area Over 10bil 100 2bil~10bil 160 All listed companies: approximately 3700 Big asset management company Financial institution Pension fund 500m~2bil 420 Under 500m
8 Koji Inokoshi (Marketing & Business Development ) October, May, 2009 T-Model Investment, Managing Director April, July, 2007 JP Morgan Asset Management, Vice President Marketing for institutional investor March, March, 1998 Nikko International Capital Management Marketing for institutional investor April, February, 1995 Nikko Securities, Tokyo Retail Sales 8
9 Masafumi Hikima(Internal administration) Now Professor, Sophia University Investment Adviser, Bureau of Financial Affairs Simplex Asset Management Ltd. Managing Director Alliance Bernstein Japan Ltd. President & CEO Nikko Asset Management President & CEO Nikko International Capital Management Director, International Business, Quantitative Investment Management, Quantitative Analysis Mitsubishi Bank Account Executive, Osaka and Tokyo 9
10 Document Disclaimer The information on this paper is of a general nature only, provided in good faith and believed to be accurate at the time of compilation. Opinions, analysis, information, and other commentary expressed may change without notice. We are under no obligation to update the information on this paper. J Flag Investment does not make any warranty or representation as to the accuracy, reliability, timeliness, or completeness of the information on this paper. Except where liability under a statute cannot be excluded, we do not accept any responsibility for any inaccuracies or incompleteness in the information provided, and disclaims all liability for any loss or damage of any kind that may arise from any person acting on any statements contained in this paper. Copyright in the information and material contained in this paper is owned by J Flag Investment. The dissemination, reproduction, or transmission of the contents of this paper in any form and manner whatsoever without the prior written permission of J Flag Investment is otherwise expressly prohibited. 10
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