Simplex
Financial
Group

Where tradition meets innovation

By combining our extensive experience and expertise,we invigorate the Japanese market.
Our philosophy is to create financial products that serve the best interests of our investors.

Simplex Financial Group, founded in 1999 as an independent hedge fund, has accumulated decades of expertise in asset management. By leveraging our deep knowledge, database, and a thorough understanding of Japan's unique market structure, we continue to offer innovative, cutting-edge products to investors that align with the needs of the times.

As one of the largest independent alternative asset management groups in Japan, we will continue to create value alongside our investors and strive for further growth, aiming to foster the development of future generations.

Products

Japanese Equity Active Management

Japanese Equity Active Management

We focus on unique investment opportunities in Japan, with the goal of creating and adding value through behind-closed-doors engagement.

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ETFs

ETFs

We meet investors' needs by offering a broad range of products, from index to active ETFs.

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Quantitative Investment Strategies

Quantitative Investment Strategies

We provide highly liquid and transparent multi-asset/multi-strategy funds tailored for Japanese institutional investors and pension funds.

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Bonds/Private Debt

Bonds/Private Debt

We provide highly liquid and transparent multi-asset/multi-strategy funds tailored for Japanese institutional investors and pension funds.

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VC / PIPEs

VC / PIPEs

We establish and manage funds that provide growth capital to unlisted and emerging companies, accelerating their growth by creating value in collaboration with company management.

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Multi-Family Office

Multi-Family Office

A multi-family of the families, by the famlies, and for the families. Our family office strives to build a global community, connecting families across the world.

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International Equity Active Management

International Equity Active Management

We offer solutions to investors seeking exposure to international equities by employing an eclectic approach that utilizes our proprietary blend of idea generation with top-down and bottom-up research.

Group Operations

Group Operations

We aim to maximize investor returns by leveraging the characteristics of investment vehicles in the Cayman Islands, Ireland, Luxembourg, and other jurisdictions for the products we create. Since its founding, Simplex Asset Management (HK) has specialized in complex international operations, offering stable management by utilizing the benefits of global schemes.

代表取締役CEO 水嶋浩雅
  • Innovative
  • Exceptional
  • Collaborative

Responding to Investor Trust,
Providing Innovative Financial Solutions

We are committed to developing products that prioritize the interests of our investors, guided by our clear and consistent investment philosophy. We have assembled a distinguished group of financial professionals from around the globe to manage our investment offerings.

Moving forward, Simplex Financial Group aspires to contribute to society by delivering premier financial products, supported by robust investment capabilities that investors can trust, along with strict compliance and sophistacated risk management systems.

Hiromasa Mizushima
President and CEO

Our Values

Innovative

We take pride in our ongoing innovation and the development of new strategies and solutions for our investors.

Exceptional

We seek to deliver the highest returns to our clients with the least amount of risk, regardless of market conditions.

Collaborative

We partner with our clients to meet their financial goals, building trust by focusing on how we can best serve their interests and objectives rather than pushing our products.

History

November 1999

Simplex Asset Management was established as a bond arbitrage hedge fund

May 2000

Simplex opened its Hong Kong office

October 2005

Hiromasa Mizushima joined as the President and CEO of Simplex Asset Management. Under his leadership, the company transitioned from a hedge fund focused on bond products to a multi-strategy asset management company that also includes Japanese equities.

November 2006

Simplex began managing Value Up, its flagship equity engagement strategy

June 2007

Simplex moved its Tokyo office to Shin-Marunouchi Building

August 2009

Simplex launched its first ETF product “Simplex WTI ETF” (ticker: 1671)

October 2011

Simplex began managing Oyako, an equity long/short strategy

January 2015

Simplex Financial Holdings announced the listing of its shares on the TOKYO PRO Market, operated by the Tokyo Stock Exchange (ticker: 7176)

August 2022

Simplex Capital Investment was established to access private markets

September 2023

Simplex began offering Japan’s first active ETFs: the “PBR Improvement over 1x ETF” (ticker: 2080), the “Strategic Shareholding Disposal ETF” (ticker: 2081), and the “Investor-Management Unite as One ETF” (ticker: 2082)

August 2024

Simplex Heritage was established to manage and provide family office services

Awards

HFM APAC Performance Awards

2024

Nominated for the Event Driven Category Simplex Value Up Strategy 
Nominated for the Japan Equity (Below $500m) Category Simplex Oyako Strategy
Nominated for the Management Firm of the Year Category Simplex Asset Management

2023

Nominated for the Event Driven & Distressed Category Simplex Value Up Strategy 
Nominated for the Japanese Equity Category Simplex Oyako Strategy
Winner of Management Firm of the Year Category Simplex Asset Management

2022

Winner of Event Driven Category Simplex Value Up Strategy

2020

Nominated for the EventDriven Category Simplex Value Up Trust
Winner of Japanese Equity Category Simplex Fund Oyako
Nominated for the Japanese Equity Category Simplex Lower Market Fund、Chukei Fund

News

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