Investor Presentaiton
Private Equity Investments (2) The Portfolio
1. Summary
Financial Results
2. How to Increase
Corporate Value
Asset
Management
3. Appendix
Σ Business
4. Financial Data
Governance
At present, while the aim is to earn capital gains by predominantly focusing on buyouts, we are also allocating to income
strategies*, we are aiming to earn stable interest or dividend income to supplement realizations from our buyout-centric portfolio
in case the economy should experience weakness.
* Investment strategies focused primarily on generating income, such as infrastructure investments and mezzanine investments.
Strategy Diversification
Geography/Sector Diversification
(Capital Commitment Basis)
(Fair Value Basis)
FY2017/3 Strategy
FY2024/3 Strategy
As of Sep. 30, 2023
Secondary
30%
Primary
70%
Buyout
Strategies primarily
aiming to generate
income
<Note>
Inner ring: primary vs. secondary split
Outer ring: investment strategy
JP JAPAN POST BANK
BANK
Secondary
10%
Primary
90%
<Total number of investee companies>
approx. 47,800
(Average investment amount: approx. JPY 127mn per company)
Buyout
Japan
5%
Information
Technology
25%
Asia
(exclude Japan)
10%
Europe
30%
North
America
55%
Financials
10%
Industrials
15%
Strategies
primarily aiming to
generate capital gains
Consumer
Discretionary
10%
<Note>
Healthcare
10%
Inner ring: geography diversification
(location of the investee companies)
Outer ring: sector diversification
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