Fund Managers

Bayview Asset Management believes "Investment is equivalent to manufacturing" as a management policy unique to boutique house, and we put much of its resources into the investment departments, improving expertise and maintaining quality.

Fund managers are responsible for investment. Our fund managers invest in Japanese stocks, bonds, and multi-assets, while our partners, top-class boutique houses in U.S., invest in overseas stocks and bonds, mainly in the United States.

Our company provides a "platform" to each fund manager to let them focus on investment, optimizing its expertise.

Bayview Asset Management


Japanese Equity Investment Management
Koki Okahashi

Equity: Long/ Long Short


Japanese Equity Investment Management
Takato Tanikawa

Equity: Long Short


Japanese Equity Investment Management
Hiroshi Misu

Equity: Long Short


Global Investment Management
Makoto Yamaguchi

Bond: Long/ Long Short/ Hedging rising interest rates
Multi-Asset: Active Asset Allocation/ Cash Management


Koki Okahashi

New Alphex Long Short Fund,Highly Seleetive Japan Mid/Small-cap Equity Fund and New Active Plus Fund with original approach combining bottom-up corporate analysis and top-down market analysis

Risk needs to be capilalized and transformed to return.

Koki Okahashi joined a major trading house upon graduating from university where he was engaged in the business of accounting and tax matters in the accounting division. The situation he faced when he was sent on a business trip to Mongolia in order to perform an audit of a local company became the starting point of his career from then on. The company dominated the mobile phone business in Mongolia, and the president was a figure that had been the right hand man of a minister, however, seeing this person being extremely apprehensive of Koki Okahashi who had very little experience as a working member of society made him strongly realize that he was protected by the name of the large Japanese company. Thinking that he would rather be a working professional and get by on his own than be reliant on a company name, he moved to a venture firm providing financial consulting services in 2001. While he worked on establishing a housing loan company, the due diligence for a corporate acquisition, and financial advisory operation of PFI projects, he faced the risk of his company going bust due to the burst of the IT bubble, but he overcame the hardships as a businessman.

In 2005, when Koki Okahashi was invited to found an independent asset management company, he plunged into the world of equity investment management. Inspired by the words that what is necessary for equity investment management is not past experience but curiosity and an intuitive sense, he thought he had a chance despite his lack of investment experience. Furthermore, for him, who had strived to acquire a broad range of knowledge to generate projects at the venture firm, equity investment management as an occupation was highly appealing because it was a profession in which intellectual curiosity itself led to results, and that was why he made the career change.

Koki Okahashi later on identified many promising stocks as an analyst of the Japanese equity long/short fund, the source of excess return (alpha) for which is Mid/Small-cap equity investment, and played an active role as the driving force to keep the investment management team afloat through the Live Door shock in 2006 and the Lehman Shock in 2008. Meanwhile, many institutional investors specializing in Mid/Small-cap stocks disappeared one after the other, making Koki Okahashi one of the very few experts in this field.

Then, in July 2010, his investment management team decided to move to Bayview Asset Management in search of a stable platform. Koki Okahashi, while continuing to rack up an overwhelming track record in stock picks, began to think he wanted to manage a portfolio himself, applying his skills to analyze companies that he had developed by managing equity investments, and became the fund manager for New Alphex Long Short and Highly Selective Japan Mid/Small-cap Equity Fund since July 2014.

Koki Okahashi has a broad perspective acquired from being involved in various businesses other than finance in a large company and venture firm. With such experience as his advantage, Koki Okahashi will take on the new challenge with a strong will to identify excellent Mid/Small-cap companies upholding the Japanese economy before anyone else and to generate alpha exceeding domestic and overseas managers.

[Biography] Koki Okahashi joined Bayview Asset Management Co., Ltd., (BVAM) in July 2010 from Alphex Investments Co. when the latter’s funds under management and management team were transferred to the former. He was promoted to head the Investment Management Group II in March 2014, and then was assigned as fund manager when the Equity Investment Management Team was established. At Alphex, Koki was responsible for corporate research as an analyst for the Japanese equity long/short strategy, a position which he held since the founding of the company in 2005. Koki had started his career in 1995, joining Sumitomo Corporation where he was assigned to the accounting division to support the company’s overseas infrastructure projects and the automobile, media, and electronics businesses with accounting and tax matters. In 2001, he joined a venture company founded by a group of former employees of the Industrial Bank of Japan Ltd. (currently Mizuho Bank Ltd.) to set up Japan’s first mortgage bank, Mortgage Corporation of Japan Ltd., where he engaged in the due diligence of a Japanese company buying out a Chinese steel maker, as well as in the financial advisory operation of PFI projects of municipal governments. Koki received B.A. in business and commerce from Keio University in 1995.


Takato Tanikawa

Bayview Japan Equity Long Short Fund under bottom-up approach that incorporates investor behavior analysis

The eyes of a bird, an insect, and a fish

Takato Tanikawa first became interested in the financial industry when he was exposed to venture financing as a university student. As he learned how difficult it is for venture firms to raise fund in the course of researching the key elements for venture firms to succeed, he became interested in supporting the financing of start-up firms that would grow in the future, and so, he joined a domestic securities firm.

As a member of the firm’s Japanese equity research and sales team, Tanikawa provided investment information and ideas on individual companies to investment management firms. During the five years of service, he realized that information provided by sell-side analysts are only extension of the past, and in many cases, already incorporated in stock prices. On the other hand, many fund managers he contacted captured changes in the stock market and companies speedily and conducted investment actions based on their own ideas, which fascinated him to buy-side investment management. A fund manager who had a big influence on this growing fascination was Sakuma of Bayview Asset Management.

Unlike fund managers of other companies, Sakuma would not listen to Tanikawa unless Tanikawa explained the stock issues he unearthed from the market with his own words, and even making an appointment was difficult at first. Sakuma, however, gradually started to listen to Tanikawa’s explanations, which were backed by in-depth research and analysis. Sakuma said during a discussion with Tanikawa on a game related company “Without understanding the history of game development process, we cannot accurately judge the company’s capital policy.” Tanikawa was inspired by Sakuma’s insights in the historical background of companies, which many market participants overlooked. This made Tanikawa want to work with Sakuma, and Tanikawa decided to join Bayview Asset Management in 2012. Tanikawa refined his ability to find promising individual stocks as an analyst under Sakuma and recommended stocks by newly incorporating investor behavior analysis, which Tanikawa found extremely important during his experience in the research and sales days. These bore fruit and Tanikawa became the co-fund manager of Bayview Japan Equity Long Short Fund in April 2016.

In the stock market today, investor behavior that has significant impacts on market movements changes every minute, such as that the trading turnover of leveraged ETF exceeding that of large-cap stock. Tanikawa starts taking on challenges as a fund manager, with the belief that when investing in stocks, good returns can be achieved only when investment decisions are made based on not only analysis of individual companies fundamentals, but also from fresh viewpoints that discern stock market trends, with the eyes of a bird (macro viewpoint), an insect (micro viewpoint) and a fish (trend viewpoint).

[Biography] Tanikawa joined Bayview Asset management Co., Ltd. in May 2012. He started his career at Shinko Securities in 2007 (current Mizuho Securities), where he was engaged in research and sales for institutional investors, mainly for Japanese investment firms, at the equity sales department and the institutional investor sales department. Tanikawa received his B.A. in business from Tokyo University of Science in 2007.


Makoto Yamaguchi

Quantitative strategy based on macro analysisActive Asset Allocation (AAA) Fund series

Asset management with emphasis on creative ideas and discipline

Makoto Yamaguchi is indeed a professional asset manager consistently engaged in bond asset management in a commercial bank and Japanese and foreign asset management companies after graduation from university. What inspired him to become an asset manager was his major in econometrics in which he studied interest forecasts by macroeconomic analysis. In addition to the academic economic theories, he was attracted by the analysis of the real market and economy.

After he joined a commercial bank, he worked as a trader in charge of bond and interest swaps and other option transactions in the proprietary trading department where he sought profit every day among the raging waves of dynamic markets. However, he gradually questioned the trading activities of seeking profit for the short term and began to hold admiration for asset management in which he would be able to challenge managing assets with a mid-to-long-term prospective.

Triggered by his move to a Japanese asset management company in 2001, he started his career as a bond fund manager in full swing. He established a basis to become an asset manager, being the youngest fund manager in the company. The policy that “the key to client service is to construct, manage, and maintain the portfolio faithful to the asset management policies without taking excessive risks against the asset entrusted by a client, rather than to get hung on the outcome of games” became a fundamental posture of his asset management.

As the above-mentioned stance was highly assessed, he was chosen as a member for starting up the bond asset management department of a European asset management company in 2006. Thus, he entered the fierce competition with world-leading fund managers. At the crucial times of the collapse of the credit market due to the global financial crisis and the subsequent economic recovery that followed the collapse when experienced asset managers left the market one after another, he maintained sound portfolio management to become one of the hard-to-find bond fund managers who achieved steady investment returns. In 2008, in order to brush up on cutting-edge financial technology, he returned to the academic world at a graduate school alongside the business career. Consequently, he felt strongly that investment management exists in the system in which those who utilize stereotyped approaches following market consensus and past common practices lose the competition. Only a person who develops new ideas different from others and conducts investments adapting to dynamic changes in the market in compliance with the regulations can survive the investment market. Then, he placed emphasis on the quantitative methods based on his own models.

In 2012, he gained opportunities to be in charge of bond management in the world’s largest financial institution by transferring to a U.S. asset management company. Since many foreign asset management companies withdrew from the Japanese market, he was one of a handful Japanese bond fund managers who had been surviving Japanese in foreign asset management companies. His grass-roots networks that he established in the asset management experience in the Japanese, European, and U.S. asset management companies are major advantages at this moment in a financial market where more extended and accurate information gathering is essential.

In the meantime, global financial institutions have been severely regulated since the global financial crisis. Seeing the explosive financial world, he came to have a clear vision that it would be more important to pursue asset management tailored to the changes in clients’ risk tolerance and debt conditions, as well as in regulations, not on past standardized games of benchmarks. In 2016, he decided to work as a fund manager managing multiple assets and bonds by the quantitative model at Bayview Asset Management, an independently owned asset management company, as he sought business widely connected to various activities, including developing client needs, proposing product ideas, and investments as the culmination of what he has been aiming for all these years.

He is determined to establish unique investment strategies and to satisfy client demands as a fund manager who can manage assets soundly.

[Biography] After he joined Asahi Bank (current Resona Bank) in 1998, Makoto Yamaguchi worked as a trader in charge of bond and interest derivatives in the market sales department. He played an active role as a bond fund manager at Nissei Asset Management from 2001, at UBS Global Asset Management (current UBS Asset Management) from 2006, and at AllianceBernstein Japan from 2012. He joined Bayview Asset Management in November 2016 and assumed the post of the portfolio manager (up to the present date). He graduated from the Faculty of Commerce, Keio University, in 1998, and finished the graduate program of international corporate strategies (majored in financial engineering) at the Graduate School of Hitotsubashi University in 2010. He is a Chartered Member of the Security Analysts Association of Japan (CMA)


Hiroshi Misu

Bayview Japan Equity Long Short Fund under fundamentals bottom-up approach

Unwavering beliefs and flexible decisions.

It dates back to his college days when Hiroshi Misu first encountered equity investment. He came across Black Monday in 1987 when he studied in the U.S.A. He, as a student not having any knowledge about or experience in equities yet, heard and saw his teachers and the adults around him assuming and telling definitely, as if they had known the truth, that the real cause for the sharp plunge is computer-programmed trading, which made him feel the immeasurable charm of market movements. Upon graduation, he joined Yamaichi Securities, and after experiencing retail and institutional sales for three years at head office, he was seconded to the Yamaichi Securities Singapore Pte. Ltd., where he devoted himself as an Asian equity trader to the activities of the local market, which was full of remarkably growing energies and dynamism, and he became confident that he loved equities.

Upon retuning to Japan, while executing trades of individual stocks as a Japanese-equity trader for domestic institutional investors on a daily basis, he witnessed professional skills of dozens of fund managers in terms of their stock selection and investment decisions, and his aspiration to move to buy-side grew stronger day by day. Then, following the voluntary closure of Yamaichi Securities, Misu joined Taiyo Life, which was one of his clients at the time, and by a curious coincidence, he started to follow the road to his long-cherished dream to be a fund manager. After being engaged in the management of insurance assets as a Japanese equity analyst to start with, he was temporarily transferred for three years to a hedge fund company that specialized in U.S. equity long/short fund management, which marked a major turning point for him.

In the above-mentioned company in San Francisco, where he was the only Japanese, he had the valuable experience of frequently visiting high-tech companies in Silicon Valley as a U.S. technology equity analyst. In addition, he not only gained a full-scale bottom-up investment approach but also had a golden opportunity to engage in the then state-of-the-art equity long/short fund management during the IT bubble and burst period. The maxim, “Do not fall in love with a company. Fall in love with the growth momentum of a company and hate the deceleration thereof,” which was hammered in by his American time-tested artisanal fund manager and was to subsequently form the basis of Misu’s fund management.

After getting back to Japan, Misu started managing Japanese equity funds on a full scale as a fund manager at T&D Asset Management. For the last 12 years, he has steadily accumulated returns through his fund management method, which is based on the idea that individual stock selection by means of the bottom-up approach is the source of excess return. He commits himself to engaging in fund management activities, always keeping it in mind that there always exist insured, employees, or individual investors on the other side of insurance companies, pension funds, or investment trust funds, and so he makes it his motto that “what’s important in managing clients’ assets is unwavering beliefs and flexible decisions.” In addition, he had hoped for an opportunity to fulfill his long-held dream to manage funds having clear features formed by the fund manager who is responsible for, which is not easy for the team management organizations of major fund management companies to appeal. Twenty years have passed since Misu started working in Singapore as a professional in the equity world, and now he has determined to take part in Bayview Asset Management as the stage of the compilation of his career with which he has had interactions for years since the days when he was temporarily stationed in San Francisco.

[Biography] Hiroshi Misu joined Bayview Asset Management Co. Ltd. (BVAM) in July 2014. He started his career in 1991 at Yamaichi Securities Co. where he was engaged in securities sales and equities trading at the Sales Department of the head office, Yamaichi Securities Singapore Pte Ltd., Financial Institution Fund Operation and Equity Trading Group I. In 1998, he joined Taiyo Mutual Life Insurance Company (current Taiyo Life Insurance Company) where he was responsible for the corporate analysis of companies in the technology, materials and public utilities sectors for investment under special accounts. Hiroshi then worked as an analyst mainly covering U.S. technology companies being seconded to the former Elijah Asset Management formed out of a management buyout from Robertson Stephens Investment Management (current RS Investments) in 1999. Since 2003, he has been responsible for growth investment mainly investing in Japanese equities in insurance assets, pension funds and investment trusts, as a fund manager at the Investment Management Division of T&D Taiyo Daido Asset Management Co. (current T&D Asset Management Co.) Hiroshi received a B.A. in literature from Rikkyo University in 1991. He is a charter member of the Securities Analysts Association of Japan (CMA).


Scott Tracy スコット・トレーシー

Victory Capital(RS Investmentsグロース・グループ)

コネチカット州にある名門トリニティ大学を卒業し、カリフォルニア大学バークレイ校にて経営修士号(MBA)を取得。テクノロジー・セクターの調査に強みを持つMontgomery Securities(現 Bank of America)や、Hewlett-Packard(HP)の年金運用チームで米国株アナリストとしての経験を積んだ後、2001年にRS Investments入社。2007年からグロース・グループの共同ポートフォリオ・マネージャーを務め、2012年に同グループのリーダーに昇格。そして、RS InvestmentsがVictory Capitalに統合された2016年以降は、RS Investmentsグロース・グループのチーフ・インベストメント・オフィサーとして同グループを統括。

Scottは、誰もが知る大企業よりも、革新的な製品やサービスで高成長を遂げる新興企業を発掘し投資することに大きな魅力を感じ、中小型株投資を専門とするRS Investmentsへ移籍しました。ニューヨークで5人兄弟の末っ子として育ち、年齢、職種、肩書等を問わず人と接することを常に楽しんでいます。その対人能力を活かし、リサーチ対象の中小型企業では、CEOから現場の営業マンやエンジニアまで様々な人との会話を通して情報収集を行い、また社内では、グロース・グループのリーダーとしてメンバーをまとめています。



Daniel Lang ダニエル・ラン

Victory Capital(RS Investmentsバリュー・グループ)

コーネル大学卒業後、コーネル大学メディカル・カレッジにてM.D.(Medical Doctor)を取得。ニューヨーク州Mount Sinai Hospitalで内科医、カリフォルニア大学で心臓医として実務経験を積み、Sapient Medical Groupを共同設立してCFOを務めた。その後、運用業界に入り、Brilleon Capital USでシニア・アソシエイトとしてベンチャー企業の発掘を担当、 Farallon Capital Managementでは製薬セクターのポートフォリオ・マネージャーを務め、2009年にRS Investments入社。バリュー・グループでヘルスケア・セクターを担当し、2015年に同グループのリーダーに昇格。そして、RS InvestmentsがVictory Capitalに統合された2016年以降は、RS Investmentsバリュー・グループのチーフ・インベストメント・オフィサーとして同グループを統括。




Tony Dong トニー・ドン

ミシガン州立大学を優秀な成績で卒業し、ウェイン州立大学で経営修士号(MBA)を取得。Manufacturers National Bank(現Comerica Inc.)でポートフォリオ・マネージャー及びリサーチ・アナリストとして経験を積んだ後、1988年にMunder Capitalに入社。同社において取締役会メンバー、副会長等を歴任し、2014年にVictory傘下に入った後も、引き続きチーフ・インベストメント・オフィサーを務める。

Tonyは、特に米国中型成長株運用において、全米でもトップクラスの実力と知名度を誇ります。彼のチームの旗艦運用戦略は、PSN(投資情報サービス会社であるInforma Investment Solutions社が運営するデータベース)の中型成長株ユニバースにおいて5年連続で「トップ・ガン・マネージャー」(トップ・ガンはベスト・パフォーマーの意味)に選出され、また、バロンズ紙や、CNBC、Bloomberg TV等、多くのメディアでも彼の運用に関する特集が組まれています。



Stephen Hammers スティーブン・ハマーズ

Victory Capital(CEMP)

ミドル・テネシー州立大学で航空宇宙工学を学び、旅客機のパイロットとしてキャリアをスタート。その後、金融業界に一大転身し、ファイナンシャル・アドバイザーとしてメリルリンチに入社。2003年に独立して、機関投資家向け運用コンサルタントを主業とするTrinity Planning & Consultingを設立。同社とDavid Moore(現在CEMPでマーケティングを担当)経営のCompassが2005年に合併し、CEMPの前身となるCompass EMPが誕生、Stephen も共同創業者の1人となった。Compass EMPは2015年にVictory Capital傘下に加わり、名称を現在のCEMPに改めている。

Stephenは、Trinity時代の2003年、スマートベータ戦略が運用業界で脚光を浴び始める遥か以前に、他社に先駆けていち早くボラティリティ・ウェイト・インデックスを開発し、長年に亘り素晴らしい運用実績を収めてきました。スマートベータ戦略のパイオニアの一人として、CNBCやFOX TV等の経済番組に頻繁に出演、またウォールストリート・ジャーナル紙やバロンズ紙を初めとする多くのメディアにも度々採り上げられ、投資家の注目を集める存在です。



Heidi Adelman ハイディ・アデルマン

Victory Capital(INCORE Capital Management)

オハイオ州立大を卒業し、複数の金融機関で資産運用業務に就いた後、1996年にVictory Capitalに入社。1998年に「米国政府機関保証債券ファンド」運用チームに参画して以降、一貫して本運用のみに携わり、現在はチーフ・インベストメント・オフィサーとして当チームをリードする。

Victory Capital代表David BrownはHeidiについて、「現在は10あるVictory Capitalの各運用ブティックにおけるチーフ・インベストメント・オフィサーの中でも、その運用能力と専門知識の面で最も厚い信頼を置いている」と評します。運用業界ではあまり例の無い「女性のみ3名」の運用チームを束ね、19年という長期間に亘り唯一無二の運用戦略にこだわり続け、全米トップクラスの運用実績を残してきました。その運用手法は、ポートフォリオの一万分の一にも満たない数万ドル(数百万円相当)という小口債券まで丹念に発掘し、最終的に$10億ドル(約1,000億円相当)を超えるポートフォリオを構築するという、実に地道で外連味の無いものです。



Chris Clarkクリス・クラーク

Victory Capital(RS Investmentsグロース・グループ)

独立宣言の起草者で、第3代大統領のThomas Jeffersonによって創立されたバージニア大学を卒業。グローバル投資に強みを持つDresdner RCM Global Investorsや、米国の大手機関投資家であるTIAA-CREF(全米教職員年金・保険基金)において株式リサーチ業務の経験を積んだ後、2007年にRS Investments入社。グロース・グループのアナリストとして医薬品セクターを担当、同分野での貢献が高く評価され、2014年にポートフォリオ・マネージャーに昇格。2017年2月に設定され、日本の投資家のみに限定して運用される中小型バイオ株式投資戦略に基づく 国内投資信託“USバイオ・ベンチャー”の運用責任者。

Chrisは、大型の医薬品企業を中心にリサーチを行っていましたが、特許切れ問題等に直面する大型企業が新興のバイオ医薬品企業から多数の新薬ライセンスを取得するのを目の当たりにし、有望新薬を開発する企業をいち早く発掘したいと考えるようになり、中小型株投資を専門とするRS Investmentsへ移籍しました。新薬開発は成功すれば大きな収益を獲得できるものの、途中で頓挫する可能性もあり、投資に際しては厳格なリスク管理が必要です。そこで、利害が異なるプレーヤーが相手の行動や協力の道を探りながら最適な意思決定を行う「ゲーム理論」を用いて、バイオ・ベンチャー企業、大型医薬品企業、患者、FDA等の行動を予測し、新薬承認の確率や製品寿命を数値化して業績予想を行うことで、リスクを抑制しながら高リターンを獲得する独自の投資手法を実践、大きな成果を上げています。



Michael Stark マイケル・スターク

Crosslink Capital(パブリック・チーム)

ノースウェスタン大学を卒業、ミシガン大学にて経営修士号(MBA)を取得。シリコンバレーの勃興期である1980年代にインテルへ入社し、エンジニアとして3年間働いた後、米国新興企業に特化した投資銀行Robertson Stephens & Company(以下、「RS&Co.」)に入社、半導体セクターを得意分野として頭角を現す。同社で上場株と未上場株双方に投資するCrossover Fund、そしてベンチャー投資部門(現在のCrosslink Capital)の設立に尽力し実績を残した後、1999年にRS&Co.からの同部門MBOを成功に導いた。

Michaelは、ベンチャー・キャピタル投資で軽視されがちなポートフォリオ理論を実践に活かすことのできる数少ないファンド・マネージャーの一人です。RS&Co.で上場する新興企業を数多く見てきたMichaelは、上場前後で経営陣も顧客も何も変わらないのに、なぜ投資家だけが変わらなくてはならないのかと疑問を持つようになり、Crossover Fundを設立しました。上場株と未上場株双方を分析できる能力は、社内で"バイリンガル"と呼ばれています。

エンジニア的思考回路を持つMichaelは、非常に論理的であり、若手社員に対して投資プロセスの一貫性を問い、また同時に熱意や好奇心といった姿勢も厳しく要求しますが、それは若手育成のための教育熱心な一面の裏返しとも言えます。Michaelは自分に対しても厳しいハードワーカーですが、プライベートでは家族との時間を最優先させる等、優しい一面も覗かせています。Michaelの指導の下、2010年以降、ベンチャー投資活動のリーダーシップはEric Chinへ引き継がれています。


Eric Chinエリック・チン

Crosslink Capital(ベンチャー・チーム)

ダートマス大学を卒業、ハーバード・ビジネス・スクールにて経営修士号(MBA)を取得。Artiman VenturesやBay Partnersでべンチャー投資を行い、スマートフォン等の動きを検地するセンサーを手掛けるInvensense(2011年にIPOした後、2016年にTDKが買収)をはじめ、インターネットやソフトウェア企業への投資で成功を収めた。その後、2010年にCrosslink Capitalに入社し、同社の次世代を担う経営陣の1人として活躍。シリコンバレー屈指のネットワークへと発展したアルファ・クラブを活用し、投資案件や事業提携先の発掘につなげている。

ベンチャー投資には人的ネットワークが極めて重要ですが、大人数の参加するイベントでは本当に関係を構築したい人と出会うのは難しいという問題がありました。そこでEricは、特定のテーマについて深い知識を持つ少人数の専門家を選別して招待し、参加者全てが活発に議論を行いながら親密な関係を構築できる場を提供すべく、2005年にアルファ・クラブを設立しました。そして、アルファ・クラブのネットワークを通じてシード及びアーリー・ステージ企業へベンチャー投資を行うというEricの考えに賛同するCrosslink Capitalで、その戦略を実現させています。



Elizabeth Obershaw エリザベス・オーバーショウ

Horsley Bridge Partners

カリフォルニア大学を卒業、スタンフォード大学にて経営修士号(MBA)を取得。 Hewlett-Packard(以下、「HP」)の年金基金運用チームで上場株式(主にテクノロジーを始めとする成長株)及びプライベート・エクイティ(以下、「PE」)投資の実績を積み、1991年から16年間に亘り、同チームのチーフ・インベストメント・オフィサーとして、160億ドルの資産運用を統括した。その後、次世代を担う主要メンバーの1人として、2007年にHorsley Bridge Partners(以下「HBP」)に入社し、同社創業者であるGary Bridgeの後継として現在は日本のクライアント・サービスも担当。長年のPE投資を通じ、業界で幅広いネットワークを築き、多くのトップ・ベンチャー・キャピタルから高い信頼を得ている。

HPでは、世界各国の様々なアセットクラスへ投資し、実績を上げてきたElizabethですが、新興企業の成長を長期的に直接サポートするPE、中でもベンチャー投資には特に大きな魅力を感じていました。そして、業界の名門ファンド・オブ・ファンズ、HBPでその道を究めることを選択したのです。カリフォルニア出身で気さくな人柄でありながら、仕事に関しては非常に几帳面かつ完璧主義で、チーム・メンバーからの人望も厚いElizabethは、同社の標榜する「People + Process = Performance (ヒト+プロセス=パフォーマンス)」という運用の公式にぴたりと当てはまります。



森 健 Takeshi Mori

GoAhead Ventures

東京大学工学部を卒業し、(株)日立製作所で約15年間に亘りエンジニアとして世界各国の通信システム設計を主導。スタンフォード大学にて経営修士号(MBA)を取得した後、シリコンバレーの通信会社副社長や運用会社のベンチャー・キャピタル部門アドバイザーを経て、世界最速レベルの光スイッチを開発するのぞみフォトニクス(株)創業に参画。2005年、日本企業と米国ベンチャー企業の架け橋となるべく、シリコンバレーにてZenShin Capital(現 GoAhead Ventures)を起ち上げた。