Naotsune Alliance | About Us

About Us

Naotsune Alliance is a provider of strategic investment management services for investments funds, private investors, wealthy families and institutional clients. Naotsune Alliance has a firm grasp on small-to mid-cap companies’ market dynamic and an increased focus on high-growth investment strategies.

Our firm offers discretionary asset management services, making recommendations based on thorough analysis of company leadership and performance. Naotsune Alliance seeks client satisfaction by identifying needs and addressing demand under a clearly articulated investment philosophy and sustainable management style and process.

Our client-centered approach serves as a foundation for the trust invested in us by our customers. Integrity, along with irreproachable legal compliance and expeditious disclosure, are guaranteed by our seasoned investment teams.

Naotsune Alliance represents a worldwide community of clients on the Japanese and international markets and any challenges posed by the constraints of geography are assimilated and organically dealt with through an efficiently articulated business infrastructure. The actions we take undermine the complexity of cross-border, multi-jurisdictional portfolio construction.

Our clients are sophisticated investors and we mirror this characteristic in our approach towards their goals as we move beyond the conventional ways of market engagement. We address problems swiftly. The interest of our clients is at the top of our priority list as we build their portfolios and act on their behalf. We recognize the significance of mapping out strategies that have a dynamic applicability to contemporary market environment.

We consider it a privilege to provide financial planning and market guidance while sitting alongside our clients as a trusted partner. We nurture long-term relationships by establishing strong personal connections with our clients and their businesses. It is for these reasons we say:

Building the roadmap towards your ideal future is more than just business; it is as personal to us as the reason we come to work every day.

Our firm offers discretionary asset management services, making recommendations based on thorough analysis of company leadership and performance. Naotsune Alliance seeks client satisfaction by identifying needs and addressing demand under a clearly articulated investment philosophy and sustainable management style and process.

Our client-centered approach serves as a foundation for the trust invested in us by our customers. Integrity, along with irreproachable legal compliance and expeditious disclosure, are guaranteed by our seasoned investment teams.

Naotsune Alliance represents a worldwide community of clients on the Japanese and international markets and any challenges posed by the constraints of geography are assimilated and organically dealt with through an efficiently articulated business infrastructure. The actions we take undermine the complexity of cross-border, multi-jurisdictional portfolio construction.

Our clients are sophisticated investors and we mirror this characteristic in our approach towards their goals as we move beyond the conventional ways of market engagement. We address problems swiftly. The interest of our clients is at the top of our priority list as we build their portfolios and act on their behalf. We recognize the significance of mapping out strategies that have a dynamic applicability to contemporary market environment.

We consider it a privilege to provide financial planning and market guidance while sitting alongside our clients as a trusted partner. We nurture long-term relationships by establishing strong personal connections with our clients and their businesses. It is for these reasons we say:

Building the roadmap towards your ideal future is more than just business; it is as personal to us as the reason we come to work every day.

Our Defining Values

Our core values define who we are and represent the foundation of everything we do in our business.

  • To deliver high quality financial services and cost-effective solutions to our clients by staying pro-efficient, professional and transparent.
  • To provide a work environment which thrives on diversity, mutual respect and expression of ideas; one that inspires leadership to empower individuals to fulfil their potential, autonomously and as a team.
  • To allow forward-thinking, open-minded creativity to be the driver behind our innovative solutions, beyond formality and convention.
  • To remain integral and frank in all our dealings both within and outside of our organization, placing the highest value on communication and mutual support.
  • To build a sustainable, responsibly-managed and profit-oriented firm, which our clients and partners regard as a reliable and efficient ally.

Everything we do in our business is guided by these values.

Part of a Worldwide Business Community

We are a financial advisor for the world of business; a world in which community is key. We carefully select our participation in various memberships, partnerships and collaborations and our rigorous selectiveness ensures that we are connected to the right people and have access to the best and most relevant market knowledge.

Investment Trust

Naotsune Alliance manages assets of public and private investment trusts in Japan. Our main products are Japanese equity funds, utilizing Naotsune Alliance’s research ability for Japanese companies cantered on mid-small cap companies, start-ups and IPOs. We also engage with external asset managers and funds of funds to service part of our portfolio, partnering with prominent market players located all over the world.

Discretionary Investment Management and Non-Discretionary Consultancy

Our institutional clients, such as financial institutions, pension funds and investment trusts, are provided by our team of market experts with discretionary investment management, under contracted agreements. We also offer services of non-discretionary advisory, thus providing our institutional investors with asset investment management guidance.

Our Competitive Advantages

We possess a vast expertise in equity management, employing seasoned portfolio managers with excellent track-records, especially in mid-cap equity investments on the Japanese markets. Our intelligence affiliate is one of the best research companies in Japan, in identifying local small- and mid-cap equity opportunities.

Starting from our solid financial market know-how, we build portfolios by employing unmatched asset management skills, extensive fund management analysis and top-notch product development capabilities.

In the Japanese financial market, that presents the attributes of a developed economy, with a reliable legal system, public safety, full-fledged technology and environmental consciousness, Naotsune Alliance has proposed various investment opportunities since day one. Our plethora of competitive market engagement solutions offered in accordance with contemporary investment climate provides our clients with a reliable and efficient business model.

Naotsune Alliance is aiming to expand its investment capabilities globally, through organic business growth and by developing specialized teams in each market or sector.

In the midst of the full-scale recovery and growth of the global markets market, Naotsune Alliance acted in accordance with its long-term commitments. Our competitive investment platform offers sophisticated portfolio potential in Japan and all across Asia, as we are advancing fact-based strategies corroborated with simplified procedures. Although Naotsune Alliance’s deep expertise on the Japanese markets is unparalleled for the size of the company, our global departments, such as our European or North American desks contribute a sizable portion of portfolio earnings when the lines are drawn at the end of the financial year

Corporate Vision and Mission

We are a unique asset management firm, with broad knowledge and experience in our field, focused on providing outstanding financial services, business transparency and efficient responsiveness.

Our Vision

We regard client satisfaction as the ultimate index of our performance.

Our Mission

We promote the importance of laser-guided focus and total accountability when delivering superior market performance, in respect of building long-lasting business relationships.

  • Continue to create new opportunities and find new value in customized investments in Japan and globally
  • Commit to consistently map-out strategies within the rationale of local and international business dynamics.
  • Continue to generate our best investment solutions for our investors, constantly increasing our corporate value and client satisfaction.
  • Commit to helping our clients succeed, which makes Naotsune Alliance a great company to work with.

Ethics

Our plan is to build Naotsune Alliance to be one of the largest asset management organizations in Japan. Our rigorous internal policies are meant to strengthen our leadership position, as we expand and improve our business model in a fair and professional manner.

Financial Soundness

Our corporate methodology reduces risk-exposure as it intensifies control over risk-management dynamics to ensure our financial soundness. We have no interest-bearing debts.

Our team offers abundant experience and a high degree of professionalism in order to establish strong relations with our investors, whether domestically or globally, from financial institutions and private clients to market peers from Japan’s asset management sector. We maximize investor return by applying optimal strategies for designation of resources.

Fund Management

Our experienced professionals provide full-scope fund management services, including standard global reporting. We work with various types of investment schemes, from discretionary or advisory funds to customized separate accounts, to establish investment strategies focused on the needs of our clients and current market environment.

Asset Management

We employ our strategic sourcing capabilities and by looking ahead in this swiftly changing market environment we identify the right opportunities for our clients, providing them with a competitive advantage.