A Tokyo-based political economy hedge fund.
Reading Diet records before Bloomberg.
"Trading is the action.
The work happens before."
Stocks aligned with Japan's 17 strategic sectors. Defense, semiconductor, space, food security, energy. Underwritten by national budget allocation.
EDINET filings, JPX margin balance, analyst revisions. Detecting institutional capital movement before it surfaces in market price.
Diet committee minutes in Japanese. Cabinet decisions. Party policy councils. The asymmetry Bloomberg's Tokyo bureau cannot reach.
Aligned with the Takaichi Administration's strategic framework
Three core pillars · Defense + Semiconductor + Space · 65.5% of portfolio
House of Representatives. House of Councillors. Cabinet decisions. NSC briefings. Party policy councils. Where Japanese-language asymmetry begins.