Established in 1989, SPARX Group was founded by Mr. Shuhei Abe, a pioneer in Asia’s alternative investment industry. SPARX has offices in Tokyo, Seoul and Hong Kong conducting on-the-ground research to deliver Asia’s market intelligence to our investors worldwide.
The fund’s primary objective is to maximize risk adjusted returns by investing in fundamentally attractive equity and equity related securities issued by companies in the Asia Pacific region and shorting those we believe to be overvalued or structurally flawed.
SPARX’s investment philosophy is that macro is the aggregate of the micro, and as such, our fundamental analysis will encompass a thorough bottom-up investigation of historical financial performance of a business over several industry cycles. Our analysis is then measured against the subject company’s share price performance and the current macro conditions to help decide whether to long or short the company. Our ability to analyse the growth drivers of businesses in Asia along with our regional experience to understand Asia’s market dynamics relative to the rest of the world and even intra-Asia is our own unique blend to consistently deliver alpha.
Asia Specialists – SPARX Group and its members have a combined total of 55 years of operating history in Asia conducting bottom-up research and analysis on companies across countries within the region.
Award Winning Team – The OneAsia research team consists of award winning managers from highly regarded ratings agencies such as Morningstar, Lipper, AsiaHedge and R&I.
Boutique – SPARX is an independent asset manager. Culturally flat without the bureaucracy giving talented individuals the freedom to express their ideas and develop professionally within the organization.
MontLake Asset Management Ltd, 23 St. Stephen's Green, Dublin 2, D02 AR55, Ireland is licensed to provide Investment Management services to Professional Clients (including Collective Investment Schemes) by the Central Bank of Ireland.
MontLake UCITS Platform ICAV is an umbrella open-ended Irish collective asset-management vehicle with segregated liability between Funds formed in Ireland under the Irish Collective Asset-management Vehicles Act 2015 and authorised by the Central Bank as a UCITS pursuant to the UCITS Regulations.
The Manager of MontLake UCITS Platform ICAV is MontLake Management Ltd, a company regulated by the Central Bank of Ireland.
This website is directed mainly for professional and institutional clients who possess the necessary experience, knowledge and expertise to make their own investment decisions and properly assess the risk that it incurs.
Information on this website was obtained from various sources and the company does not guarantee its accuracy. The information is for your private use and discussion purposes only and expressed views and opinions may change.
The Performance figures quoted refer to the past and past performance is not a guarantee of future performance or a reliable guide to future performance. The value of your investment and their income may go down as well as up.
Your investment may also be subject to currency, interest rate, as well as market fluctuations. Consequently the Investor may not get back a sum equal to that he / she originally invested.
Investors should note that an investment in those Sub-Funds which may invest in emerging markets should not constitute a substantial proportion of an investment portfolio and may not be appropriate for all investors.
The Sub-Funds may invest in Over the Counter as well as Exchange Traded derivative instruments to enhance return or hedge against fluctuations in security prices or market rates as well as to short sell a security through the use of a derivative instrument. Transactions in derivative instruments involve a risk of loss or depreciation of capital due to adverse changes in security prices, exchange rates or interest rates or in the case of OTC instruments default of Counterparty. This investment may not be suitable for all types of investors. It is therefore recommended that you consult your investment advisor.
A commission or sales fee may be charged at the time of the initial purchase for an investment and may be deducted from the invested amount therefore lowering the size of your investment. The Investment Manager will be entitled to receive a performance fee as well as a management fee, calculated on a daily basis and paid quarterly by the sub-funds.
The Levels and bases of taxation are dependent on individual circumstances and subject to change and therefore it is highly recommended that you consult a professional tax advisor.