About Asymmetric

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 a 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 though 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 Method

We look for secular growth ideas, merging uncovered companies, change/disruption that will lead to both long and short ideas, M&A opportunities that will lead to significant synergy benefits and value names with a potential catalyst.

We examine corporate capital and profit structure which links with Asymmetric’s company contacts to determine an overall picture of the business.

We use market data and extensive corporate and industry contacts to piece together value, access and liquidity when valuing investible securities across a company’s capital structure.

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 a sole mission of generating alpha for investors.

Tim Morse

Over 20 years in the Japanese market, in fund management, as an analyst and on sales research. Constant company visits up and down the market cap scale and across sectors over these years mean a wealth of experience. Only Japan salesman in the top 10 annual contributors to TIMS alpha-capture in 3 of the last 4 years.

Michael Coates

20 years experience as an investment professional in both buyside and sellside roles at financial institutions in Hong Kong, Tokyo and London. Michael worked at Kriya Capital & Principal Strategies at Nomura in Hong Kong and managed the hybrid sales team at KBC in Hong Kong and Tokyo focusing on balance sheet and corporate securities across the capital structure.

Amir Anvarzadeh

30 years covering Japanese stocks with deep knowledge of technology trends and with strong focus on generating secular growth and short sell ideas. Amir ran the global Japan equity team at BGC Partners, and before that served as an executive director of the Japan equity team at KBC Financial Products in London. Previous to that he was the small cap market strategist at Towa Securities in Osaka, Japan.

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.

   +65 9887 7743
   tmorse@asymmetric-advisors.com
   +852 3983 1220
   mcoates@asymmetric-advisors.com
   +65 6340 7259
   amir@asymmetric-advisors.com

   info@asymmetric-advisors.com

Disclaimer

Before continuing, please read the following disclaimer, then press the appropriate option “Decline” or “Proceed” below.

Asymmetric Advisors Limited and Asymmetric Advisors Pte. Ltd. (together “Asymmetric”) have created the following website for information purposes only.

The information contained in this site does not constitute legal, investment, fiscal or any other type of advice. This website shall not be construed as an offer or solicitation by Asymmetric. The information provided on this website is for reference only and targeted towards professional investors as defined in Cap 571. Securities and Futures Ordinance (“SFO”) and its subsidiary legislation. The distribution of information contained on this website is not permitted.

All information contained herein has been compiled from sources deemed reliable and is accurate to the best of our knowledge. However, Asymmetric cannot guarantee as to its complete accuracy. Asymmetric will not be responsible for any loss or damage caused by reliance on the herein published information and data.

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. The information in this website has not been approved by the SFC and it does not represent any regulatory recommendation from the SFC or other local or overseas regulators.

Singapore-specific disclaimer: 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). If you are in Singapore and are not an Institutional Investor please do not proceed any further. By clicking “proceed” below, you are confirming that you are an Institutional Investor.