Director, Pearl Hill Advisors

Nicholas Tanner

Director

Pearl Hill Advisors

Equity Bottom-Up

<p>JAFCO is a venture capital fund management company with some Y111.3bn invested in some 260 unlisted equities globally. Of this Y54.1bn is in Japan, Y33.4bn is in the US and Y23.8bn is in Asia. Overall its investments have a technology bias with electronics, software and IT services accounting for just under 80% of this. Its funds also have just over Y6bn invested in listed investments (i.e. those yet to be sold). Thus its total fund investment balance is just under Y120bn.  Of this, Y62bn is its…</p>

JAFCO is a venture capital fund management company with some Y111.3bn invested in some 260 unlisted equities globally. Of this Y54.1bn is in Japan, Y33.4bn is in the US and Y23.8bn is in Asia. Overall its investments have a technology bias with electronics, software and IT services accounting for just under 80% of this. Its funds also have just over Y6bn invested in listed investments (i.e. those yet to be sold). Thus its total fund investment balance is just under Y120bn.  Of this, Y62bn is its…

JAFCO (8595) The Shares Have Massively Underperformed YTD and Are Cheap. BUY Here.

Jafco Co Ltd

JAFCO (8595) The Shares Have Massively Underperformed YTD and Are Cheap. BUY Here.