At Cadira Capital Management, we believe that "investing for sustainability" will deliver superior risk-adjusted returns over the long term. Our belief is underpinned by three core beliefs.
1. Sustainability excellence drives corporate value
A company's success or failure in addressing sustainability has a strong influence on corporate value that increases with time. Companies influence the environment and society through their business, and conversely, are influenced by the environment and society. Therefore, a positive impact on the outside world will return as a positive impact on itself. Similarly, negative impacts will eventually come back as negative repercussions.
2. Investment process rooted in sustainability leads to high-quality investment opportunities
Because sustainability affects corporate value, integrating it into the framework of traditional value investing leads to a more sophisticated investment process. For example, when analyzing a company's fundamentals, we can better understand its true picture by including non-financial information alongside financial data. Since sustainability practices are constantly evolving, staying informed about global trends and leading the way in incorporating new insights into the investment process allows for the early identification of high-quality investment opportunities.
3. Engagement of investors who prioritize sustainability brings about positive change in companies
For companies committed to long-term development, the voice of sustainability-oriented investors can provide valuable input into management decisions. Informed investors, who provide information, questions or suggestions, provide companies with ideas and discipline that can have a transformative influence on the entire company over the long term. While a long-term management approach may sometimes conflict with the views of investors seeking short-term profits, the engagement of investors who share the same long-term perspective as management provides the courage to take the path in which leaders believe.
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2026/7/9
The Impact of AI's Evolution on Asset Management
AI Adoption: Rapid Spread, Gap in ResultsThe evolution of AI is bringing about a structural shift in...
2026/6/9
The Need to Reassess Risks considering Extreme Weather
Growing Cost of Extreme Weather Risk MitigationIn May 2026, CDP (Carbon Disclosure Project, an NGO p...
2026/4/17
The Impact of Large-Scale Military Operations Against Iran
Japan’s Crude Oil and LNG ProcurementFollowing the large-scale military operation conducted by the U...
2026/3/13
A Review of the Lower House Election Results and Key Themes Ahead
Lower House Election ResultsIn the February 2026 general election for the House of Representatives, ...
2026/2/13
Japan’s Evolving Discount Rate — Re-examining Corporate Valuation in a Rising Interest Rate Environment
Interest Rate Trends and BackgroundLong-term interest rates in Japan have been rising. Comparing Jan...
2026/1/19
Further Revision of Governance and Shift in Management Resource Allocation: Expanding the Scope of Growth Investment in the Japanese Stock Market
Review of 2025The Japanese equity market in 2025 experienced a broadly strong upward trend. The TOPI...
2025/12/19
AI-Powered Threats: How Cybersecurity Became a C-Suite Priority
Cybersecurity DamageIn recent years, cybersecurity incidents have continued to rise sharply. Accordi...
2025/11/21
Japan's First Female Prime Minister: The Takaichi Administration and New Investment Opportunities
Japan’s First Female Prime MinisterIn October 2025, Sanae Takaichi was elected Prime Minister of Jap...
2025/10/31
Defining the Boundaries of Sustainable Investing in an Era of Expanding Defense Spending — Cadira’s Investment Policy
In recent years, rising geopolitical tensions have heightened the importance of the defense industry...
2025/8/15
Staying Grounded Amid Political and Trade Uncertainty in Japan
At Cadira Capital Management, we believe that while macro-level developments such as politics and tr...
2025/7/25
Gender Reform as a Catalyst: What Sustainable Investors Should Watch in Japan
On June 11, the World Economic Forum released its Global Gender Gap Report 2025 (*1), in which Japan...
2025/5/8
Agility Matters More Than Ever—The Impact of U.S. Tariff Policy and Implications for Japanese Equities
When the environment is highly uncertain, investors cannot rely solely on a company’s current busine...
2025/4/18
Governance Reforms and the Future of Japan’s Listed Subsidiaries: Unlocking Value through Transparency
Efforts to enhance corporate governance in Japan continue to advance steadily. The Tokyo Stock Excha...
2024/11/29
Trends in the US Housing Market
Housing was one of the key issues of the 2024 U.S. presidential election. Skyrocketing home prices a...
2024/11/22
On Japan’s House of Representatives Election on October 27
Elections to the House of Representatives were held on October 27. The Liberal Democratic Party (LDP...
2024/10/18
On the 2024 LDP Presidential Election
On October 1, Shigeru Ishiba was sworn in as Prime Minister of Japan. Prior to this, on September 27...
2024/9/17
August Stock Market Volatility and Subsequent Outlook
The Japanese stock market plunged in the first half of August, with the TOPIX posting historic decli...
2024/5/17
On the Recent Weakening of the Japanese Yen
The yen-dollar exchange rate reached 160 yen on April 29, 2024. This is the yen's weakest level in 3...
2024/4/26
On the Bank of Japan's Rate Hike
On March 19, 2024, the Bank of Japan decided to raise its policy rate from -0.1% to 0-0.1%. This is ...
2024/2/9
Impact Integrated Value (IIV)
How can we effectively integrate both positive and negative impact when making investment decisions?...
2024/2/2
Positive Impact Assessment
Integration of positive impact in corporate valuation poses significant challenges. For standardized...
2024/1/26
Our Investor Contribution
Engagement is a core activity essential to achieving our mission. It is conducted with the aim of ma...
2024/1/19
Sustainable Companies
The Japanese stock market is in a situation where structural changes are creating new investment opp...
2024/1/12
Structural Investment Opportunity
At Cadira Capital Management, we believe that investor engagement will bring about a structural chan...
2023/12/1
Our Investment Philosophy
At Cadira Capital Management, we believe that "investing for sustainability" will deliver superior r...
2023/11/8
Our Views on Geopolitical Risks
The conflict between Israel and Palestine erupted on October 7th, raising concerns about geopolitica...
2023/10/24
Perspectives on Equity Investing in a Declining Population
"Is there any reason to invest in countries with declining populations?"This is an unavoidable quest...
2023/10/9
Our Views on Exchange Rate Risks
The Bank for International Settlements (BIS) announced that the real effective exchange rate (*1) fo...
2023/9/25
Our Bottom-up Approach to Listed Equity Impact Investing
At Cadira Capital Management, we take a unique bottom-up approach to impact investing in public equi...
Important Notice
The content of this website has been prepared by Cadira Capital Management Co., Ltd. (“CCM”) for informational purposes only to professional investors who are expected to make their own investment decisions without undue reliance on such content. The views and strategies described may not be suitable for all investors. Under no circumstances is it to be used or considered as legal or investment advice, a recommendation to buy, an offer to sell, or a solicitation of an offer to buy or sell securities and investors should be advised to consult their own stockbroker, accountant, solicitor, independent financial adviser, or other professional adviser for advice. We accept no liability whatsoever for any direct or consequential loss arising from any use of this content. The information is intended solely to report on investment strategies and opportunities identified by CCM. Opinions and estimates offered constitute our judgment and are subject to change without notice, as are statements of financial market trends, which are based on current market conditions. CCM and its affiliates do not warrant the accuracy or completeness of any of the information or data contained herein. References to specific securities and their issuers are for illustrative purpose only and are not intended to be, and should not be interpreted as investment advice or, a recommendation, offer or solicitation for the purpose or sale of any financial investment. This content does not constitute tax advice and as such investors should be advised to consult their own tax advisers regarding the tax consequences of their investment activities. Investment return and principal will fluctuate, so that a client's initial investment may increase or decrease. Investing in securities markets involve risks like those arising from stock and bond markets, currency exchanges rate and interest rate volatility. No part of this content may, without CCM prior written consent, be copied, reproduced, or published by any recipient for any purpose. Past performance is not indicative of future performance.
