Vis Advisors, Lp

VIS Advisors, LP, founded in 2014 by Tomoyuki Izumi, offers portfolio management and investment advisory services to domestic and offshore pooled investment vehicles, separately managed accounts (SMAs), and a limited partnership. The firm tailors services to clients' needs and risk tolerances, considering their investment goals and restrictions. VIS Advisors primarily invests in Japanese equity securities, focusing on identifying opportunities based on market price discrepancies and intrinsic value. The firm employs research, analysis, and interviews with various stakeholders to make investment decisions. Investment strategies may include leveraging, shorting, and hedging to manage risks and increase returns. Clients have discretion over their investments, with approximately $143,150,000 in assets under management as of December 31, 2024. Fees are based on a percentage of assets under management, typically ranging from 1.3% to 1.5% annually, with an additional incentive fee allocation of 10% to 15% of net profits. VIS Advisors discloses its brokerage practices, custody arrangements, and voting policies, emphasizing transparency and client interests. The firm's Code of Ethics ensures high standards of business conduct and fiduciary duty. Clients receive monthly account statements and have the option to direct brokerage practices for SMAs. VIS Advisors may receive client referrals through solicitors and compensates them accordingly. The firm maintains financial information compliance and does not require prepayment of fees exceeding $1,200 six months in advance.