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Investment

Investment Strategy

ESG Corporate Investments

  • Invest in listed companies’ mezzanines, pre-IPO, public offerings, post-IPO, listed SPAC and listed REITs
  • Pursuing absolute profits by mixing various event-driven strategies such as rights issues and bonus issues, and block deals
  • Deploying multi-strategy to enhance the portfolio stability with asset allocation strategies according to the market conditions

SRI Real Estate Investments

  • Invest mainly in high-quality development projects located in the core areas of the metropolitan area and provincial metropolis
  • Equity and bond investment from the initial stage of real estate development to the entire period
  • Pursuing investment stability and a high expected rate of return through joint investment with IBs of large securities companies and excellent construction companies

Venture Capital Investments

  • Equity or mezzanine investment in promising startups or pre-IPO companies in the early growth stage (before and after Series B)
  • Contributing to fostering venture businesses through discovery, support, and investment of carefully selected startups and pursuing high expected returns

Fixed Income Investments

  • Invest in domestic and foreign bonds and interest rate-linked products (bond-type ETF, high-yield ETF) listed on the global stock market
  • Pursuing alpha profits when securing stable profits and seizing various trading opportunities with a Buy & Hold investment strategy

Infrastructure Investments

  • Invest in domestic and overseas infrastructure projects with long-term stable yields based on contracts
  • Invest in Trophy assets in major advanced countries through collaboration with global managers
  • Investment in the early stage of strategically selected license/permission-based development-type infrastructure projects
  • Invest in infrastructure assets selected from the beginning of deal sourcing according to ESG policy

Investment Process

We protect investors by vigorously enforcing the following investment processes.

Step 01

Deal Sourcing

Searching for investment targets
that meet quantitative/qualitative
criteria

Step 02

Preliminary
review committee

Information sharing among
working-level personnel such as
risk management and operations

Step 03

Investment
committee

Step 04

Investment execution and
monitoring

Conduct continuous monitoring,
such as regular visits to
investment target companies and
participate in IR events

Step 05

Exit

Establishment and
execution of exit strategy
based on the market conditions