Usonian Investments Launches with Over $750 Million in Assets Under Management

CHICAGO, IL – October 20, 2017 – Usonian Investments, LLC, an international equities manager, successfully launched on August 1, 2017 with over $750 million in assets under management.  Usonian is an independent, employee-owned investment advisory firm that offers discretionary portfolio management services to institutional and high net worth clients.  The firm is led by portfolio manager and Chief Executive Officer, Drew Edwards.

Usonian’s flagship Japan Value strategy seeks to capitalize on the unique inefficiencies in the Japanese market by following a disciplined, bottom-up value approach.  The team invests with a long-term perspective and has ongoing engagement with companies to help enhance corporate value and influence outcomes.    

Headquartered in Chicago, with a research liaison office in Tokyo, the team previously worked together at Advisory Research Inc and Taiyo Pacific Partners.  The investment, operations and trading team has built its reputation by delivering a well-defined, value-focused investment process and developing strong client relationships based upon trust and transparency.   

Usonian’s name was inspired by American architect Frank Lloyd Wright, who referenced Japanese culture as one of his primary influences. Wright was based in Chicago, yet some of his most important work was in Japan.  Wright’s Usonian style of architecture reflected his philosophy that building owners should play an integral role in the design and development of their building, and not outsource everything to their architect.  This philosophy closely parallels Usonian Investments’ view regarding the role investors should play as they engage with the companies in which they invest.

Disclosure:  This material is for informational purposes only and should not be construed as an offer or solicitation of any fund or security.  The material was prepared by Usonian Investments LLC based upon information believed to be reliable.   Past performance may not be indicative of future results.  It is possible to lose money by investing in securities, including loss of principal, and there is no guarantee an investment program will achieve its objectives.  When investing in a strategy, you should consider its risks and whether it is suitable based upon your investment objectives and risk tolerance.  Before making any investment decision, you should seek expert, professional advice and obtain information regarding the legal, fiscal, regulatory and foreign currency requirements and/or potential outcomes for any investment according your home country or place of residence’s legal requirements.   Usonian’s Form ADV Part 2, which is available upon request, provides more information about the firm.

###

日本語訳はこちら