Long term | Asia Pacific | Active investment management
Masou Investment Management specialises in listed, Asia Pacific equities. Our primary purpose is to deliver superior long term investment returns for our clients. We do so by scouring Asia Pacific for the most compelling long term investment opportunities, irrespective of prevailing market sentiment, logistical challenges or language barriers. Our second priority is to take a responsible approach to managing our business, ensuring the consideration of ESG issues is an integral part of our investment process and better aligning our interests with our clients for the long term. Founded in 2025, we are independent, owner-managed and based in Sydney, Australia.
Oncorhynchus masou, known as the masu salmon, masu, or the cherry hybrid salmon, is a species of salmon found in the western part of the Pacific Ocean.
As an anadromous fish, the masou is one of a small number of species that swim upriver, against the current to spawn…
… if we are to achieve superior long-term returns, we must have the courage to swim against the tide.
Long term
We look beyond the near-term noise and instead focus on the factors that drive long-term investment returns:
Fundamentals
Mean reversion of profitability
Capital allocation
Valuations
Asia Pacific
Fourteen countries make up our Asia Pacific investable universe
Together they account for 45% of the world's population, 31% of global GDP and have seen economic growth outstrip the rest of the world by a third over the last decade
Yet the region trades at a significant discount to global stockmarkets and accounts for just 8% of global equity allocations
Active
We pride ourselves on following the fish rather than the fishermen
We employ a bottom-up, fundamental investment approach that is designed to identify the companies that have the greatest potential to grow fundamental value
This could mean:
A high quality company in a out of favour area
A business model or management team that is under-appreciated by the market
We look for high-quality companies that are either under-appreciated by the market or in areas that are currently out of favour
Our time is spent analysing company materials and meeting with company management - we read, we travel, we talk, but most importantly we think