Private Equity

These products are scheduled to be managed by Tokio Marine Asset Management Co., Ltd. located in Tokyo.

Asian Private Equity Funds

Competitive Edge:

Private Equity team in TMAM is one of a few local managers who has over 10 years of global private equity fund investment experience

  • Exceptional access to high-quality funds
  • Deal sourcing capability and extensive network
  • Focus on long term stable returns; achieve target returns while minimising downside risk
  • Well structured proprietary database
  • Balanced and stable investment team
  • Dedicated middle and back office

Strategy Highlights:

  • Portfolio of high quality private equity funds* that operate in the Asia Pacific region
  • Fund selection based on a rigorous bottom-up diligence process
  • Continuous monitoring by our well-structured and well-resourced monitoring framework

Investment Objective/Process:

This strategy is to create a portfolio of high quality private equity funds that operate in the Asia Pacific region (Asia, including Japan and Australia/New Zealand), mostly on a primary basis but also opportunistically on a secondary basis.
Through our fund selection based on a rigorous bottom-up diligence process, we choose no more than three to five private equity funds on average per year, in an effort to find and invest in “best-of-breed” funds.

Products and Services we provide:

  • Fund of funds (multiple investors or single investor)
  • Discretionary separate account
  • Investment advisory service

The above includes proposals and can be changed in the future.

*Private equity is not regulated by the Financial Conduct Authority.

Team

Sam Takata

Head of Private Equity and General Manager, Multi-Manager Investment Department

Tokio Marine Asset Management Co.,Ltd.

Sam has been Head of Private Equity at Tokio Marine Asset Management Co., Ltd. since July 2012 after contributing to business growth as a core member of the team since 2002, when the Private Equity Department was newly established. As of July 2014, he also serves as General Manager of Multi-Manager Investment Department.

He started his career at Tokio Marine & Nichido Fire Insurance Co., Ltd. (Tokio Marine, TMAM’s parent company) in 1991, where he managed various alternative assets such as global portfolios of private equity funds, infrastructure funds and CDO/CLOs.

In between, Sam was with Tokio Marine’s private equity investment arm (Tokio Marine Capital) for three years, working on management buyout and development capital transactions in Japan as well as spending time at private equity houses in the US and UK.

Sam also worked for the Export-Import Bank of Japan (now, Japan Bank for International Cooperation) on secondment, focusing on project finance transactions around the world.

  • Founding member of the team since 1997
  • Extensive investment experience on non traditional asset classes for over 20 years (global private equity investment experience since 1997)
  • Serves on the advisory boards of several private equity funds 
   
2014 Tokio Marine Asset Management, Private Equity Group, Multi-Manager Investment Dept.
2002  Tokio Marine Asset Management, Private Equity Department
1997 Tokio Marine & Nichido Fire Insurance Co., Ltd. - Private Equity Fund Investments
1991 Tokio Marine & Nichido Fire Insurance Co., Ltd.

 

Toshiyuki Kumura

Co-Head of Private Equity Investments, Tokio Marine Asset Management Co., Ltd.

Toshiyuki Kumura is Co-Head of Private Equity Investments at Tokio Marine Asset Management Co., Ltd. He has been a core member of the team since its creation in 2002 with Sam Takata, Head of Private Equity.

Toshiyuki joined Tokio Marine & Nichido Fire Insurance Co., Ltd., TMAM’s parent company in 1983 and was responsible for private equity fund investments since 1997.

He is a Chartered Member of The Security Analysts Association of Japan (CMA).

  • Founding member of the team since 1997
  • Currently co-heads all investment activities with Soichi Sam Takata (Head of Private Equity)
  • Investment experience since 1993 (global private equity investment experience since 1997)
  • Serves on the advisory boards of several private equity funds
   
2014 Tokio Marine Asset Management, Private Equity Group, Multi-Manager Investment Dept.
2002 Tokio Marine Asset Management, Private Equity Department
1997 Tokio Marine & Nichido Fire Insurance Co., Ltd. - Private Equity Fund Investments
1983 Tokio Marine & Nichido Fire Insurance Co., Ltd.