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 sales marketing of investment products to domestic clients and distributors, providing client services, and developing and promoting marketing strategies such as advertising, promotions, and seminars.  Devoted to maintaining an increase in assets under management by obtaining a 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.

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.

Digital Marketing

Responsible for direct offering of investment products to retail customers in Japan, including customer services, providing strategies for online marketing such as advertising, promotions, and seminar plans, and system development, maintenance, and management. Engaged in acquiring clients as well as expanding assets under management by promoting direct online sales.

Product Line

Equity

Investment Strategy Investment Manager Fund Manager Fund Name Fund Overview
Long Bayview Asset Management
Equity Investment Management
Koki Okahashi
Highly Selective Japan Small & Mid Cap Equity Fund Blend investment in concentrated portfolio with cash strategy in Japanese small & mid cap equity
Equity Investment Management
Genki Sakamoto
Blue Moon Japan Equity Concentrated Fund Concentrated portfolio mainly in Japan small/mid-cap equity
Victory Capital
Growth Group
Scott Tracy
U.S. Small & Mid Cap Growth Concentrated Fund Growth investment with the concentrated portfolio strategy mainly in U.S. small cap equity
Growth Group
Paul Leung
U.S. Bio Venture Growth investment with concentrated portfolio strategy in U.S. small & mid cap biotechnology equity
Value Group
Robert Harris
Bayview/RS Highly Selective U.S. Value Up Equity Fund Value investment with the concentrated portfolio strategy in U.S. companies which focus on expansion of corporate value
Highly Selective U.S. Small Cap Equity Fund Value investment with the concentrated portfolio strategy in U.S. small cap companies which focus on corporate value creation
Global Group
U-Wen Kok
RS Global Equity Core investment with diversified portfolio strategy in global equity
RS International Equity Core investment with diversified portfolio strategy in developed market equity excluding the U.S. and Canada
Daniel DeMonica
U.S. Micro Cap Equity Fund Value investment with diversified portfolio strategy in U.S. micro cap equity
Long/Short Bayview Asset Management
Equity Investment Management
Takato Tanikawa
Bayview Japan Equity Long Short Fund Absolute return investment in Japanese equity
Equity Investment Management
Koki Okahashi
New Alphex Long Short Fund Absolute return investment in Japanese equity
Smart Beta Victory Capital
Mannik Dhillon,
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,
Global Investment Management
 
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

Bond

Investment Strategy Investment Manager Fund Manager Fund Name Fund Overview
Long Victory Capital
Heidi Adelman
US Short-Term Government Bond Investments with an emphasis on income gains in U.S. mortgage bonds based on the diversified investment strategy
Andrew Hattman
Lauren Spalten
Victory US Municipal Bond Investments in highly-rated US municipal bonds with an emphasis on both income and capital gains based on the concentrated investment strategy
Long/Short Bayview Asset Management
Global Investment Management
European Government Bond Long/Short Investments in European government bonds 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) Investments with consideration of the risk of rising interest rates based on the quantitative strategy primarily in U.S. bonds but also in U.S. bond futures, stock index futures, and currency futures (dollar/yen)

Multi-Asset

Investment Strategy Investment Manager Fund Manager Fund Name Fund Overview
Active Asset Allocation Bayview Asset Management
Global Investment Management
Active Asset Allocation(AAA) Multi-asset investments based on the quantitative strategy in Japanese, U.S., and European bond futures and stock index futures

Private Asset

<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
Fund of Funds Horsley Bridge Partners
Du Chai etc
Horsley Bridge Venture Series Fund of funds investment in both U.S. and non-U.S. venture strategy
Horsley Bridge Growth Buyout Series Fund of funds investment in buyout strategy in the U.S.

<Debt>

Investment Strategy Investment Manager Fund Manager Fund Name Fund Overview
Alternative Credit Siegfried Capital Group
Dr. Chi Kang (Silver) Kung
Siegfried Supply Chain Finance Series Yield-seeking type investment in account receivables of investment-grade global companies that trade with SMEs in the Asian zone.
Fasanara Capital
Francesco Filia
Fasanara Receivables Fund Investing in trade receivables and digital invoices bought from SMEs globally, with an emphasis on Europe.