• Korea All-cap Strategy

SPARX Korea All-cap strategy is designed to generate excess returns in the Korean market in the mid to long term in order to maximize capital growth by investing in structural growth stocks where the fundamentals of the company are continuously improving due to structural factors rather than short term performance changes due to the economy, and investing in dividend-paying companies with a competitive advantage and market power.

• Korea Mid & Small-cap Strategy

SPARX Korea Mid & Small-cap strategy is designed to pursue mid to long term profits by constructing a portfolio focused on listed small and mid-cap stocks through bottom-up research of companies with clear factors to bridge the value gap between the stock price and the undervalued corporates relative to their growth potential among small and mid sized stocks marginalized in the market.

• Japan All-cap Strategy

Japan All-cap Strategy is designed to invest in companies that can achieve quality growth, including fundamentally sound and safe business, sustained competitive advantage, above average return on equity, sustainable revenue growth, and sufficient cash flow generation, which purse profits by long-term capital evaluation over 3 to 5 years.

• Japan Mid & Small-cap Strategy

Japan Mid & Small-cap Strategy is designed to invest in companies that are differentiated from the stock market consensus in order to purse profits by conducting thorough bottom-up research on companies to achieve mid to long term growth and continuous structural growth, as well as companies that are neglected in the market with low valuations and underperforms.

• India Focus All-cap Strategy

SPARX India Focus All-cap Strategy is designed to invest in companies with proprietary business at reasonable valuation in growing industry categories over the medium to long term. Its strategy seeks returns by investing in India’s dominant companies with long-term return potential, focusing on companies with 1.5 times growing GDP and companies providing returns on capital in excess of 5%. (Reference Index : MSCI India Index (USD))

• One Asia Investment Strategy

SPARX One Asia Investment Strategy is designed to apply the concept of Sustainable Development Goals (SDGs) to contribute to future social development by making long-term investments with the goal of ten bagger, and pursues profits based on thorough corporate research by Sparx managers. (Reference Index : MSCI AC Asia ex Japan)