Portfolio Manager | Founder

Ichiro Shawn Ishiguro, CFA

A professional portfolio manager with a focus on long-term fundamental investing with innovation and objectivity

Shawn is a global investment professional dedicated to revolutionizing long-term fundamental investing (LTFI) through progressive adaptation and innovation. Driven by a passion for delivering tangible results and advancing investment processes, he embraces the integration of emerging technologies in data analysis. Shawn leverages granular insights from his extensive deep-dive research in global technology companies, drawing inspiration from the tacit wisdom of legendary investment pioneers.

Committed to enhancing the LTFI process, Shawn employs an original, non-herding, and objectivity-oriented approach to boost efficiency and foster a competitive edge. His straightforward strategies are designed to deliver measurable value, which he shares with a select group of dedicated long-term clients.

With over twenty years of experience in global equities, Shawn has a proven track record of significantly contributing to portfolio returns through insightful stock selection and innovative strategies. He has successfully launched new initiatives and developed teams using his extensively thought-through methodologies.

At the core of Shawn’s philosophy is the mission-critical role of an investment professional to deliver value-added results aligned with clients’ interests. As he looks to the future, Shawn remains committed to advancing the LTFI process, embracing new challenges, and seizing opportunities to drive success for his clients.

Certifications:

Chartered Financial Analyst (CFA) 1995

Chartered Security Analyst (Japan) (CMA) 1993

Professional Development:

Harvard Business School, Investment Management Workshop 2011

Education:

The University of Tokyo, Tokyo, Japan

BA  – Economics/Advanced Applied Statistics: “Empirical Tests of Rational Expectation Theory using the US and Japan Long Term Philips Curve and the Time-Series Forecasting Models for Inflation Expectation Formation.”

Professional Affiliations:

The Boston Security Analysts Society 2005 – Present

CFA Institute 1995 – Present

The Securities Analyst Society of Japan 1993 – Present