Asia L/S Equity PM/Macro/Thematic Idea Generation

Rikki Malik

Experienced PM in Asia-focused, long-short, equity hedge funds. Top-down macro overview  generating investment themes and ideas, before moving to sector and stock selection.
The analysis of macro themes can inform your own macro strategy and/or provide a backdrop for your own stock specific research.
All information is from publicly available sources and ideas are based on our own views and analysis.

Revisiting Jafco (8595.T) - Company Reaches An Important Milestone

Back to Jafco- Continues to Be in the Right Place and at the Right Time

Jafco- Recent Results Highlight the Upside Case Going Forward

JAFCO (8595) Yields to Murakami Greenmail - Big Asset Sale, Big Buyback

JAFCO (8595) Down as Murakami Affiliates Sell the Pop on the Poison Pill, So Buy the Range Dip

Equity Bottom-Up

<ul>
<li>Core business well positioned to benefit from the growth in the Japanese VC industry</li>
<li>A good Partner for international firms looking to invest in Japan</li>
<li>New direction on Capital Allocation is underappreciated by the market</li>
</ul>


Core business well positioned to benefit from the growth in the Japanese VC industry
A good Partner for international firms looking to invest in Japan
New direction on Capital Allocation is underappreciated by the market


JAFCO (8595) In the Right Place at the Right Time

Jafco Co Ltd

JAFCO (8595) In the Right Place at the Right Time