Engagement
2026/7/16
Turning Social Challenges into Growth — Optex Group's Competitiveness and Value Creation Through Engagement
We introduce Optex Group (6914), including a company overview and Cadira's ongoing engagement activities with the firm.Company OverviewFounded in 1979...
2026/6/23
Turning Environmental Value into Growth- Daiseki’s Circular Business Model and the Source of Its Competitive Advantage
We spotlight Daiseki Co., Ltd. — providing an overview of the company and an account of Cadira's engagement activities.History of DaisekiDaiseki trace...
2026/5/21
The Essence of Quality-Oriented Management – Insights into Long-Term Value from a Dialogue with Sysmex
This month, we spotlight Sysmex Corporation (6869) — providing an overview of the company and the ongoing engagement activities Cadira has conducted w...
2026/5/14
Survey on Cybersecurity Governance Systems (2026Q1)
In recent years, the cybersecurity risks facing companies have entered a new phase. In April 2026, US-based Anthropic announced an AI model — "Claude ...
2026/4/24
A Growth Model Built in the Infectious Disease FieldーShionogi & Co.'s Strategic Transformation and Value Creation
This month, we will dive into Shionogi & Co., Ltd. (4507), focusing on its corporate profile and Cadira's engagement activities.Company HistoryShi...
2026/3/19
A Growth Model Born from Social Issues – Park24's Value Creation and Investment Perspective
This month, we will dive into Park24 Co., Ltd. (4666), focusing on its corporate profile and Cadira's engagement activities.A Business Model That Has ...
2026/2/20
Deepening Sustainability Dialogue — Survey Findings Highlight Qualitative Shifts in IR
Survey OverviewCadira Capital Management conducts a sustainability-related survey following IR meetings with listed companies. The survey results are ...
2026/2/20
Diversity Driving Japan’s Vision as an Asset Management Nation — Cadira’s Role in Partnership with IMC
The Independent Managers Club (IMC) is a research and advocacy organization launched in October 2023 as an R&D project of Nomura Research Institut...
2026/1/26
The Educational Foundation for Human Capital - A Dialogue Between Insource and Cadira
This month, we will dive into Insource Co., Ltd. (6200), focusing on its corporate profile and Cadira’s engagement activities.Company OverviewInsource...
2025/12/12
Supporting Social Stability Through Technological Advancement — Our Dialogue with Macnica Holdings
This month, we introduce Macnica Holdings, Inc. (3132), covering its corporate profile and our engagement activities.Corporate OverviewMacnica Holding...
2025/11/28
AI-Related Corporate Survey: Internal Training and Policy Status at 34 Listed Companies
At Cadira Capital Management, we conduct surveys after IR meetings with listed companies, focusing on topics such as sustainability-related initiative...
2025/10/24
TDK’s Timeless Evolution: Corporate Culture and Value Creation Revealed Through Our Dialogue
(Center: CIO Yu Shimizu, at TDK Internal Event)For nearly 90 years since its founding, TDK has continued to create new value by boldly transforming it...
2025/9/26
Collaborative Dialogue Supporting Sustainability Strategy — The Case of Kokuyo
Cadira supports the sustainable, long-term growth of its portfolio companies through collaborative dialogue. In our engagement with Kokuyo Co., Ltd., ...
2025/8/29
Evolving IR Practices in Japan: Insights from Cadira’s Q2 2025 Survey
At Cadira Capital Management, we conduct ongoing surveys with listed companies following our IR meetings to gather feedback on their IR policies, the ...
2025/8/22
Report on Our Annual Conference (July 3, 2025)
On July 3, 2025, Cadira Capital Management hosted its annual conference to reflect on activities during fiscal year 2024 and share perspectives for th...
2025/7/18
Mitigation and Adaptation in Action: Why Weathernews Inc. Stands Out
At Cadira Capital Management, we believe companies that integrate environmental impact with business development are positioned to deliver both societ...
2025/6/20
From Disclosure to Dialogue: What We Learned from Publishing Our Progress Report 2024
Since the publication of our inaugural Progress Report 2024 in March, we have held discussions with a number of stakeholders such as the financia...
2025/5/22
Building on Three Pillars — How Sekisui House Integrates Innovation, Sustainability, and Global Expansion
At Cadira, we place importance not only on regular IR meetings but also on engaging directly with companies through on-site visits and dialogue. Recen...
2025/5/22
Aligning Incentives for Sustainable Growth — Results from Our Survey on Equity-Based Compensation
At Cadira Capital Management, our investment management team conducts post-IR meeting surveys with the companies we engage with. In addition to genera...
2025/5/15
Engagement as a Catalyst for Corporate Renewal — Insights from KDDI
Cadira has maintained an ongoing dialogue with KDDI Corporation (hereinafter “KDDI”). Our CIO, Mr. Shimizu, has built a relationship with the company ...
2025/4/25
Bridging the Gap in Sustainability Dialogue for Smaller Companies — The Case of Econavista
Cadira Capital Management engages in constructive and neutral dialogue on the identification of corporate social value, diversity in governance, growt...
2025/4/23
EMP Roundtable: The Current Status and Potential of EMP in Cultivating the Next Generation of Asset Managers (Part 2)
Participants:Mr. Hiroyuki Nomura, Operating Officer, Senior General Manager, Investment Planning Department, Japan Post Insurance Co., Ltd. (middle le...
2025/4/23
EMP Roundtable: The Current Status and Potential of EMP in Cultivating the Next Generation of Japanese Asset Managers (Part 1)
Participants:Mr. Hiroyuki Nomura, Operating Officer, Senior General Manager, Investment Planning Department, Japan Post Insurance Co., Ltd. (middle ri...
2025/4/11
Redefining Work: Timee’s Social Impact in Japan’s Labor Market
Cadira engages in deep dialogue with Timee, Inc. (hereinafter "Timee"), placing a strong emphasis on social impact. Rather than focusing solely on fin...
2025/3/14
Lecture on Impact Integration Methods in Listed Equity Investments
At Cadira Capital Management, we actively share our investment approach to foster greater impact orientation in the investment ecosystem. As part of t...
2025/2/21
From Umami to Impact: How Ajinomoto Aligns Growth with Global Sustainability Goals
At Cadira Capital Management, our mission is "Connecting the Investment Chain and Beyond". Collaborative relationships with internal and external stak...
2025/2/14
Strengthening Human Capital: Insights from Cadira’s Investor–Company Dialogue
Cadira’s investment team conducts post-meeting surveys following IR meetings.These surveys include questions not only about the overall impressions of...
2025/1/23
Sysmex: Advancing Global Healthcare Through Innovation and Engagement
At Cadira Capital Management, our mission is "Connecting the Investment Chain and Beyond". Collaborative relationships with internal and external stak...
2024/12/13
Leadership Renewal and the Path to Sustainable Value at Optex Group
Optex Group is a manufacturer of sensors for indoor and outdoor security, automatic doors, and industrial applications such as factories. The company'...
2024/11/29
Connecting the Investment Chain: Market Dialogue with Marui Group and Katitas
At Cadira Capital Management, our mission is "Connecting the Investment Chain and Beyond". Collaborative relationships with internal and external stak...
2024/10/25
IR Survey Results 2024Q3: Rising Wages and the Business Case for Social Impact
We conduct a survey for respondents following IR meetings. The survey covers impressions of the meeting with us, future IR policy, sustainability-rela...
2024/10/25
Our Activities in September 2024
At Cadira Capital Management, our mission is "Connecting the Investment Chain and Beyond". Collaborative relationships with internal and external stak...
2024/9/24
Our Activities in August 2024
At Cadira Capital Management, our mission is "Connecting the Investment Chain and Beyond". Collaborative relationships with internal and external stak...
2024/8/23
Our Activities in July 2024
At Cadira Capital Management, our mission is "Connecting the Investment Chain and Beyond". Collaborative relationships with internal and external stak...
2024/7/26
IR Survey Results 2024Q2: SSBJ Sector Classifications and the Evolving Role of Sustainability in Corporate Strategy
We conduct a survey for respondents following IR meetings. The survey covers impressions of the meeting with us, future IR policy, sustainability-rela...
2024/7/19
Our Activities in June 2024
At Cadira Capital Management, our mission is "Connecting the Investment Chain and Beyond". Collaborative relationships with internal and external stak...
2024/6/21
Our Activities in May 2024
At Cadira Capital Management, our mission is "Connecting the Investment Chain and Beyond". Collaborative relationships with internal and external stak...
2024/5/24
Our Activities in April 2024
At Cadira Capital Management, our mission is "Connecting the Investment Chain and Beyond". Collaborative relationships with internal and external stak...
2024/4/26
IR Survey Results 2024Q1: How Japanese Companies Are Measuring Their Impact
Cadira's investment management team conducts a survey of respondents following IR meetings. In addition to general impressions of the meeting, the sur...
2024/4/19
Our Activities in March 2024
At Cadira Capital Management, our mission is "Connecting the Investment Chain and Beyond". Collaborative relationships with internal and external stak...
2024/3/29
Our Comments to the "Capital Markets Disclosure and Dialogue Guidance for Impact Companies
The Japan National Advisory Board of the Global Steering Group for Impact Investment (GSG-NAB Japan), which aims to expand impact investing in Japan, ...
2024/3/15
"Make Home the Happiest Place in the World" — Sekisui House’s Landmark Acquisition and Cadira’s Perspective
On January 18, Sekisui House announced the acquisition of M.D.C. Holdings ("MDC"), a leading U.S. homebuilder. MDC is the 11th largest publicly traded...
2024/3/15
Engagement Supporting Brand Renewal and Business Transformation — The Case of Kanadevia (formally Hitachi Zosen)
At Cadira Capital Management, our mission is "Connecting the Investment Chain and Beyond". Collaborative relationships with internal and external stak...
2024/2/23
Survey Result from Our Investor Relations Meetings (2023Q4)
At Cadira Capital Management, we ask our contacts to fill out a survey after each Investor Relations meeting.The purpose of our survey is twofold. One...
2024/2/16
From Revitalizing Vacant Homes to Creating Social Impact — Engagement with KATITAS
At Cadira Capital Management, our mission is "Connecting the Investment Chain and Beyond". Collaborative relationships with internal and external stak...
2024/1/12
Our Activities in December 2023
At Cadira Capital Management, our mission is "Connecting the Investment Chain and Beyond". Collaborative relationships with internal and external stak...
2023/12/15
Our Activities in November 2023
At Cadira Capital Management, our mission is "Connecting the Investment Chain and Beyond". Collaborative relationships with internal and external stak...
2023/11/10
Our Activities in October 2023
At Cadira Capital Management, our mission is "Connecting the Investment Chain and Beyond". Collaborative relationships with internal and external stak...
2023/10/27
Survey Result from Our Investor Relations Meetings (2023Q3)
At Cadira Capital Management, we ask our contacts to fill out a survey after each Investor Relations meeting.The purpose of our survey is twofold. One...
2023/10/23
Our Comments to the “Draft Basic Guidelines on Impact Investment” by the Financial Services Agency of Japan
On June 30, 2023, the Financial Services Agency of Japan released the "Draft Basic Guidelines on Impact Investment" for public comment.[1] Cadira Capi...
2023/10/13
Our Activities in September 2023
At Cadira Capital Management, our mission is "Connecting the Investment Chain and Beyond". Collaborative relationships with internal and external stak...
2023/9/7
Our Activities in August 2023
At Cadira Capital Management, our mission is "Connecting the Investment Chain and Beyond". Collaborative relationships with internal and external stak...
2023/8/7
Our Activities in July 2023
At Cadira Capital Management, our mission is "Connecting the Investment Chain and Beyond". Collaborative relationships with internal and external stak...
