Asymmetric Advisors is an independent Japan equity advisory firm, with offices in Hong Kong and Singapore, focused on servicing institutional investors with long-only and long/short mandates.
Asymmetric was conceived by a small group of highly experienced Japan equity market specialists with the sole mission of generating alpha for investors.
The concept is an extension of Investment Managers’ operations generating fresh, often non – consensus ideas from frequent corporate contact, market knowledge and investment instincts.
Our focus is on providing investment advice through insight into companies’ products or services, market positioning, management quality and strategic direction.
* Asymmetric Advisors Limited (CE No. BLV220) is licensed with the Securities and Futures Commission (“SFC”) to carry out Type 1 (dealing in securities) and Type 4 (advising on securities) regulated activities under certain licensing conditions.
** Asymmetric Advisors Pte Ltd (“AAPL”) is an Exempt Financial Advisor in Singapore in accordance with section 23(1)(f) of the Financial Advisers Act (Chapter 110) read together with section 27(1)(e) of the Financial Advisers Regulations. AAPL is only able to deal with clients that are Institutional Investors as defined in Part 4A of Singapore’s Securities and Futures Act (Chapter 289).
Our Focus
We look for secular growth ideas, uncovered gems, industry changes and disruption risks, M&A deals that will lead to synergy benefits, big restructuring plays and value names with potential catalysts.
We examine corporate capital, cashflow and profit structures to determine potential financing needs, equity dilution risks and share buy back prospects.
We use market data and extensive corporate and industry contacts to piece together our investment thesis across a company’s capital structure, including equity substitution and CB arbitrage opportunities.
Our Mission
Identifying secular growth opportunities and disruption risks based on new trends, technologies, legislative and geopolitical changes and those based on environmental concerns
Seeking value where we also see great opportunities in businesses that are restructuring and within sectors in need of consolidation
Generating non-consensus short sell ideas as one of our key mandates in servicing our hedge fund clients
Team
Asymmetric was conceived by a small group of highly experienced Japan equity market specialists with the sole mission of generating alpha for investors.
Japan-based Support
Adds an additional 6 dedicated resources whom we have worked with in different forms for many years offering exceptional quality of company access.
info@asymmetric-advisors.com