Reily and Associates, the wealth management specialists based in Japan, have launched a new Reily and Associates Family-Controlled Company Investment Fund, which will focus on family-owned businesses which require private capital in order to expand.
TOKYO, JAPAN, July 23, 2020 /Neptune100/ — Reily and Associates, the wealth management specialists based in Japan, have launched a new Reily and Associates Family-Controlled Company Investment Fund, which will focus on family-owned private businesses with successful track records and which require private capital in order to expand.
The Fund will invest in companies where one or more members of the founding family of the company holds at least 40% of voting rights, companies which have outperformed the global equity market over the last five years, and which have long-term objectives which require venture capital funds in order to increase their market share.
The Fund will consider the broad global spectrum, both within the developed and emerging markets, but will focus predominantly in the Asian sector, and, although it will be aimed primarily at institutional investors, it will also be made available to any individual clients who are able to meet the entry level requirements.
It is estimated that family-owned businesses outperform other businesses by 6.6%-8% on a global scale, and Reily and Associates believe that companies which reflect their own management structure and which display similar values to their own, often have a more careful stewardship with a view to long-term business objectives and succession planning.
Brian Stone, Director of Institutional Investing, said, “We believe that there are at present very few opportunities for investors to capitalize on the strength of family-owned businesses, especially within a well-defined and structured portfolio fund with a global strategy.”
The R&A Family-Controlled Company Investment Fund will not be strictly restricted to established businesses but will also consider start-ups which are established with family money, and will target businesses which have track records for reinvestment into the company, and strong financial discipline with regards to growth opportunities and economic downturns.
Warren Reily, Founder and CEO of Reily and Associates, said, “This fund is something which I have been personally involved in from its inception… I am excited about the opportunities which will be made available through the efforts of the team which will control the Fund’s assets.”
About Reily and Associates:
Reily and Associates is an expatriate wealth management company based in Tokyo, Japan, which offers high quality financial services and investment opportunities to a broad range of clients, both independent investors and institutional clients, as well as specializing on catering to an expatriate clientele. Reily and Associates’ core investment philosophy is based around innovation and global diversification, and in offering equal investment opportunities for both institutions and individuals.