Sparx — SPARX Asset Management — Q3 2003 Earnings Presentation

21 slides from Sparx's earnings presentation, Feb 25, 2003

Slide 1: SPARX Asset Management Co., Ltd.
2003 2 25 SPARX Asset Management Co., Ltd. © 2003 SPARX Asset Management Co., Ltd. 1
Slide 4: © 2003 SPARX Asset Management Co., Ltd.
3 ¾ 3 8,578 95 22.2% 18.6% 3 3,852 53.6% ¾ 2,615 2.8% 7.6% 6 3 ¾ 1,141 70.9% 134.0% © 2003 SPARX Asset Management Co., Ltd. 4
Slide 5: © 2003 SPARX Asset Management Co., Ltd.
3 4 12 3,800 33 82 45.4% 2 94 68.9 37 90 5.1% © 2003 SPARX Asset Management Co., Ltd. 5
Slide 6: © 2003 SPARX Asset Management Co., Ltd.
– 8 27 52.1 21 57 29.2 29 84 34.9% © 2003 SPARX Asset Management Co., Ltd. 6
Slide 8: © 2003 SPARX Asset Management Co., Ltd.
3,852 2003 3 3 36 24 2,500 0.95 24 2,500 3 © 2003 SPARX Asset Management Co., Ltd. 8
Slide 9: © 2003 SPARX Asset Management Co., Ltd.
1 3 4 12 1 2 3 1 2002 4 6 2002 4 9 3 2002 4 12 © 2003 SPARX Asset Management Co., Ltd. 9
Slide 10: © 2003 SPARX Asset Management Co., Ltd.
. 1,756 2,097 340 284 241 42 164 164 0 535 631 95 567 579 12 47 41 6 3,357 3,756 399 © 2003 SPARX Asset Management Co., Ltd. 10
Slide 16: CalPERS Relational Investors, LLC
. SPARX JAPAN VALUE CREATION FUND, L.P. CalPERS Relational Investors, LLC 1 22 ¾ SPARX VALUE GP, LLC 70 20 10 ¾ © 2003 SPARX Asset Management Co., Ltd. 16
Slide 17: Relational Investors, LLC CalPERS SPARX Group
Relational Investors, LLC CalPERS SPARX Group 10 20 70 SPARX VALUE GP, LLC SPARX JAPAN VALUE CREATION FUND, L.P. © 2003 SPARX Asset Management Co., Ltd. 17