We are pleased to announce the launch of a new and exciting investment fund which will focus on the financial industry, with special focus on companies which are positioned for structural trends in the digitalization of the financial sector with a long term view. The RA Fintech Development Fund will be aimed primarily at our institutional partners, but will also be made available to any of our individual clients who are able to meet the necessary minimum entry level requirements.
The RA Fintech Development Fund will invest at least 80% of its total assets into shares of companies which generate their revenues through the application of technology in the financial services industry, or through research which is designed for the advancement of companies within the fintech industry, or through the design, development, manufacture or distribution of components, systems, or technologies which can be utilized by companies within the financial services industry.
The RA Fintech Development Fund will aim to maximize profitability for its investments by combining capital growth and income generated by the Fund’s assets, and the fund’s portfolio will concentrate on companies with large to medium market capitalization, primarily within the global developed markets, but also with a division devoted to the Asian fintech sector. The fund will also utilize financial derivative instruments for more efficient portfolio management in order to gain investment exposure to various sectors of the financial industry and thus minimize its risk exposure.
Brian Stone, Director of Institutional Investing, said, “We are very excited about the new fund and we are confident of identifying the most appealing trends and themes within the financial industry, and then investing in the key players within each key new development. We will also use fundamental analysis to find companies which hold an attractive relative valuation and which have the most upside potential with limited risk exposure.”
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.