Vision

Focus on fundamentally strong businesses, target assets with overestimated risks by the market.
It also reduces the controllable risks of the holding process, thus obtaining the expected excess return.

Strategy

Emphasize the long-term fair value of investments while using financial instruments to manage short-term downside risks.
We avoid crowded trades and steer clear of herd behavior.

Vision

Focus on fundamentally strong businesses, target assets with overestimated risks by the market, and minimize controllable risks during holding to achieve predictable excess returns.

Strategy

We focus on investing in enterprises with reasonable long-term value, and also control short-term downside risks through various financial instruments. We don't go to crowded places, and naturally we don't follow people.

PERFORMANCE

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MAR ratio

Accumulated 3.5 years since inception, outperforming the market by 40.8% over the same period (as of Q3 2024)
Maximum Drawdown (MDD): This represents the largest loss experienced by the company, measured as the decline in net asset value from its peak to its lowest point.
MAR Ratio: Annualized Return/Maximum Drawback (MDD), about 0.32 for Polkshire, 0.12 for S&P 500, 0.17 for Taiwan Weighted Index, and 0.07 for ARKK.

How We Do

Secondary Market

Use value investing and risk management to capture price differentials.

Primary Market

(Investing in scalable cash flow businesses)

Identify potential opportunities and actively participate in core operations
to share in the gains.

Sharing of Views

What Is a Good Investment Deal?

A successful investment hinges on three critical factors...

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Mitsukoshi's top priorities for capital allocation

That is, to look for overvalued risks.
and minimize the controllable risks under the chosen scenario.

Vision

Strategy

Vision

Strategy