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Solving Asian Investment Problems since 2006


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Welcome to Rogers

Welcome to

Rogers

Investment Advisors

Rogers Investment Advisors K.K. is part of the award-winning Wolver Hill group of companies, an Asia-focused alternative investment asset management and advisory group established by Edward J. Rogers in 2006. With offices in Hong Kong and Tokyo, the group has used its local presence to establish best-in-class investment, operations and risk due diligence processes that have been used to create funds that have consistently yielded superior portfolio performance for clients. The group is positioned to capitalize on the growing Asia-focused fund industry through its local presence, global footprint and historical success in seeding and growing Asian financial services businesses.

Mission


Problem
Our primary goals are to identify and solve clients’ Asian investment problems. Problems range from sourcing superior Asian investment products to raising Asian capital

Product
We have created access to “Best in Class” local and Asia-focused Private Equity and Hedge Fund investment opportunities across multiple, non-correlated strategies and asset classes. We have protected client assets in market downturns while creating significant positive returns during market rallies

Process
We create superior investment results by conducting exhaustive local onsite due diligence prior to investment, complemented by rigorous post-investment oversight

Platform
We build the best platform for emerging managers in Asia by providing a top tier support infrastructure including control, compliance and technology, thereby allowing managers to focus on executing their strategies. We can also assist in raising institutional capital through our licensed, onshore entities in Japan and Hong Kong.

Our Research capabilities solve four problems for investors:


Too Far
Asia is not a 14 hour flight away for us. From our offices in Tokyo and Hong Kong we have real-time monitoring and interaction with our Asian managers and investments.

Too Foreign
If you don’t know Asian languages, cultural or business norms, you are at a significant disadvantage as an investor. We are multi-lingual and multi-cultural, giving us a linguistic and cultural arbitrage opportunity in Asia. Many competitors also cannot conduct investment, operations or business due diligence in Japanese, Mandarin and Cantonese – giving us a significant, ongoing informational advantage.

Too Small
Asia currently represents 25% of the world's GDP and it's been growing at the fastest rate of any region in the world over the past 50 years. Even so, most US and European investors have failed to directly participate in this incredible growth story. Asian investments represent far too small an allocation in their portfolios. With our local presence, having conquered the problems of "too far" and "too foreign", we are able to open the doors to Asian opportunities.

Too Expensive
Our Asian offices create significant cost advantages. Thanks to our offices in Hong Kong and Tokyo, our onsite due diligence visits are far cheaper for us than for those who have to travel to the region. This allows us to conduct many more onsite visits, and creates superior research information and returns.

Team

Ed Rogers
Chief Executive Officer, Chief Investment Officer


Yoshiaki Iizuka
Head of Japanese Research


Mina Brase
Office Manager


Len Umantz PhD,CAIA
Head of External Manager Research


Cecilia Melin
Portfolio Manager


Takio Sato
Co-Chief Operating Officer


Makoto Yamakami
Director Business Development


Jason Topaz
Co-Chief Operating Officer

弊社のプロフェッショナルの前職は、伝統資産やヘッジファンド、プライベート・エクイティのバイ・サイド、セル・サイド、プライム・ブローカーや信託銀行、年金コンサルタント等のサービス・プロバイダー、 と多岐にわたり、それぞれ、日本やアジアにおいて、数十年に及ぶ長年の経験を有します。

英語と日本語に加えて、中国語（北京語と広東語）や欧州大陸の複数の言語を話すプロフェッショナル・スタッフを揃えており、日本やアジアの地域の商習慣や顧客のニーズを深く理解しています。

awards

Awards

2014 Winner

HFM Asia Hedge Fund Performance Awards – HedgeFundManager

Category: Fund of hedge funds - Multi-Strategy
This fund of funds was ranked based on the data in BarclayHedge's Database

BarclayHedge

Multiple Recognition awards since 2013

Category: Fund of funds - Diversified

2012, 2010 Nomination – InvestHedge

Category: Best Asian & Emerging Markets Strategies

2011 Winner

Investment Performance Awards – AsianInvestor

Category: Japan Fund of Funds

News

2020

2019

2018

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2016

2015

Corporate Profile

Corporate Profile

Rogers Investment Advisors K.K.

Establishment: Feb 24 2006

Capital: 55 mln JPY

Location:

32 Shiba Koen Building, 7Fl

3-4-30 Shibakoen, Minato-ku

Tokyo 105-0011

Telephone:

Fax:

CEO: Edward J.Rogers

Business Licenses:

Type II Financial Instruments Business

Investment Advisory Business

Investment Management Business

Kanto Local Finance Bureau No.1159

Member of Japan Investment

Advisors Association

Type II Financial Instruments Firms Association

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This document is not intended to constitute the marketing of, or a solicitation for investment in, any investment product (including any "funds") in respect of which Rogers Investment Advisors K.K. acts as manager (or in any other capacity) or which may be offered for purchase or sale by any affiliate of Rogers Investment Advisors K.K. under the laws of any jurisdiction. Nor is it intended that this document constitute an offer for the sale or purchase of any such interest in a fund product in Japan, the United States or any other jurisdiction. Fund interests, if any, are only available for purchase by investors resident in Japan, the United States (or any other jurisdiction) in such manner, and through such means (including licensed distributors) as may be permitted under, and made in accordance with the registration and filing requirements of, relevant securities laws and regulations of Japan, the United States or other relevant jurisdiction.