Investment
service

Product Line

Bayview Asset Management (BVAM) has allocated a significant portion of its resources to the investment management related sections to promote specialty and maintain a quality of their activities. This is based on a corporate philosophy as a boutique that investment management is manufacturing.

Reflecting our fund-manager-centric approach, our in-house fund managers at BVAM take full responsibility for managing Japanese equity and multi-asset products, while our U.S. equity and bonds products are managed by several top-tier independent U.S. boutiques as BVAM's affiliated partners.

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Investment Management Services

Platform

Marketing

Responsible for the marketing of investment products and client services for domestic clients and sales companies. Devoted to maintaining and increasing asset under management by obtaining the high level of trust from clients.

Marketing Planning

Responsible for the development and promotion of marketing and product strategies, advertisements, publicity, and the creation of marketing tools. Provides overall support to the activities of Marketing.

Investment Management Planning

Responsible for the preparation of investment disclosures for clients based on in-depth analysis of investment details. Also, responsible for relationship management with partner asset management boutiques in the United States.

Product Development

Responsible for the composition and management of products, establishment of operational flow concerning products, and the preparation of contracts and legal documents. Coordinates the various operations pertaining to product development.

Investment Management Operations

Responsible for the administrative management of direct sales, net asset value calculation, communication of transaction and settlement of investment products. Also, responsible for the preparation of performance data for investment disclosure.

Corporate Administrations & Operations

Responsible for the company’s general and administrative affairs, human resources, accounting, and financial affairs. Supports the company as a whole by covering a wide range of operations from recruitment to securing an employee-friendly office environment.

Legal

Responsible for legal affairs concerning the company. Have in-house lawyers and engages in a variety of legal matters in addition to preparing, examining, and managing various contract documents.

IT

Responsible for the establishment of the company’s network system, as well as the preparation and management of the business system and IT related equipment. Committed to improving the internal infrastructure essential to the company.

Compliance

Responsible for the evaluation of the status of compliance with various laws, ordinances, and regulations, as well as the examination of materials for external use. Also monitors investment products’ status of compliance with guidelines and coordinates with the supervisory authorities.

Internal Audit

Responsible for the inspection of business execution at the respective divisions. Monitors the process of administrative procedures and aims to ensure adequate business operations by providing appropriate advice.

Executive Office

Responsible for providing support to the respective divisions for their business promotion, in addition to secretarial duties. Facilitates smooth communication between management and employees.

Product Line

Equity

Investment Strategy Investment Manager Fund Manager Fund Name Fund Overview
Long Bayview Asset Management
Japanese Equity Investment Management
Koki Okahashi
New Active Plus Fund Blend Investment with concentrated portfolio/cash strategy in Japanese equity mainly in mid/small-cap ones
Highly Selective Japan Mid/Small-Cap Equity Fund Blend Investment with concentrated portfolio/cash strategy in Japanese mid/small-cap equity
Victory Capital
Growth Group
Scott Tracy
RS Emerging Growth Pacific Concentrated Fund (Tiger) Growth investment with concentrated portfolio strategy in U.S. small-cap equity
U.S. Small & Mid Cap Growth Concentrated Fund(Condor) Growth investment with the concentrated portfolio strategy mainly in the U.S. small-cap equity
Growth Group
Chris Clark
U.S. Bio Venture Growth investment with concentrated portfolio strategy in U.S. mid/small-cap biotechnology equity
Value Group
Daniel Lang
Bayview/RS Highly Selective U.S. Value Up Equity Fund Value investment with the concentrated portfolio strategy on U.S. equity which focuses on expansion of corporate value
Highly Selective U.S. Small-Cap Equity Fund Value investment with the concentrated portfolio strategy consisting of U.S. small-cap companies which focus on expansion of corporate value
Long/Short Bayview Asset Management
Japanese Equity Investment Management
Takato Tanikawa
Hiroshi Misu
Bayview Japan Equity Long Short Fund Absolute return investment in Japanese equity
Japanese Equity Investment Management
Koki Okahashi
New Alphex Long Short Fund Absolute return investment in Japanese equity
Smart Beta Victory Capital
Mannik Dhillon,
Stephen Hammers
Japan High Dividend Equity Volatility Weighted Fund Smart beta investment in Japanese high dividend equity based on the volatility weighted strategy
U.S. High Dividend Equity Volatility Weighted Fund Smart beta investment in U.S. high dividend equity based on the volatility weighted strategy
  • Victory Capital
    Joint Management
  • Bayview Asset Management
Mannik Dhillon,
Stephen Hammers
Global Investment Management
Makoto Yamaguchi
Victory/AAA Japan High Dividend Equity Dynamic Hedge Fund Absolute return investment in Japanese high dividend equity based on the volatility weighted strategy and the dynamic hedge overlay
Victory/AAA U.S. High Dividend Equity Dynamic Hedge Fund Absolute return investment in U.S. high dividend equity based on the volatility weighted strategy and the dynamic hedge overlay

Private Equity

Investment Strategy Investment Manager Fund Manager Fund Name Fund Overview
Crossover Crosslink Capital
Michael Stark etc
Crosslink Crossover Fund Series Venture and growth investment with the crossover strategy in U.S. private and public equity
Venture Capital Crosslink Capital
Eric Chin etc
Crosslink Ventures Fund Series Venture capital fund investment primarily with the hands-on-strategy in U.S. private equity
GoAhead Ventures
Ken Mori etc
ZenShin Venture Series Venture capital fund investment primarily with the hands-on-strategy in U.S. seed and early-stage companies
Fund of Funds Horsley Bridge Partners
Elizabeth Obershaw etc
Horsley Bridge Venture Series Fund of funds investment in Both U.S. and non-U.S. venture funds
Horsley Bridge Growth Buyout Series Fund of funds investment in buyout groups in the U.S.

Bond

Investment Strategy Investment Manager Fund Manager Fund Name Fund Overview
Long Bayview Asset Management
Global Investment Management
Makoto Yamaguchi
Long-term U.S. Government Bond Ladder Fund Bond investments in long-term U.S. government bond with an emphasis on income gains based on the ladder strategy
Victory Capital
Heidi Adelman
US Short-term Government Bond Bond investments with an emphasis on income gains in U.S. mortgage bond based on the diversified investment strategy
Long/Short Bayview Asset Management
Global Investment Management
Makoto Yamaguchi
European Government Bond Long/Short Bond investments in European government bond and bond futures with an emphasis on income gains based on the long/short strategy
Hedging rising interest rates Long-term U.S. Government Bond Income Fund (Hedging rising interest rates) Bond investments with consideration of the risk of rising interest rates based on the quantitative strategy primarily in U.S. bond but also in U.S. bond futures, stock index futures, and currency futures(dollar/yen)
Long-term U.K. Government Bond Income Fund (Hedging rising interest rates) Bond investments with consideration of the risk of rising interest rates based on the quantitative strategy primarily in U.K. bond but also in U.S. bond futures, stock index futures, and currency futures(euro/yen)

Multi-Asset

Investment Strategy Investment Manager Fund Manager Fund Name Fund Overview
Active Asset Allocation Bayview Asset Management
Global Investment Management
Makoto Yamaguchi
Domestic Active Asset Allocation Multi-asset investments based on the quantitative strategy in Japanese bond futures and stock index futures
U.S. Active Asset Allocation Multi-asset investments based on the quantitative strategy in U.S. bond futures, stock index futures, and currency futures (dollar/yen)
European Active Asset Allocation Multi-asset investments based on the quantitative strategy in European bond futures, stock index futures, and currency futures (euro/dollar)
Cash Management Cash Management Absolute return investment based on the quantitative strategy primarily in Japan short-term bond but also in U.S. and European bond futures and stock index futures