History

April: Company founded as Rheos Inc.
August: Registered for investment advisory services
September: Changed trade name to Rheos Capital Works Inc.
December: Launched investment advisory service for private investment trusts; Launched investment advisory service for pension assets

April: Launched investment advisory service of the Rheos Japan Growth Stock Fund (Kurama Tengu) sold by DLJ direct SFG Securities (now Rakuten Securities)

November: FIL Investments (Japan) commences distribution of the Rheos Japan Growth Stock Fund (Kurama Tengu)

September: Acquired license to engage in investment trust management business; Deemed registration for financial instruments business (investment management business, Type II financial instruments business, investment advisory and agency business)
December: Change of financial instruments business registration accepted (amendment to method of business statement to add discretionary investment business)

January: Launched business for discretionary investment contracts; Launched investment service for private investment trusts
August: Submitted registration statement for the Hifumi Fund to the Director-General of Kanto Finance Bureau
October: Launched operation and sales of the Hifumi Fund

February: Capital increase through third-party allotment to IS Holdings Co., Ltd.

April: Hifumi Fund is awarded the first prize of the R&I Fund Award 2012 in the Investment Trusts/Japanese Equity Fund category
May: Launched operation of Hifumi Plus (sister fund of Hifumi Fund)

April: Hifumi Fund is awarded the second prize of the R&I Fund Award 2013 in the Investment Trusts/Japanese Equity Fund category; Net asset value of Hifumi Fund Mother Fund exceeds ten billion yen

April: Hifumi Fund is awarded the first prize of the R&I Fund Award 2014 in the Investment Trusts/Japanese Equity Fund category as well as NISA/Japanese Equity Fund category
May: Hifumi Fund investor accounts exceed ten thousand
December: The Hifumi mascot Hifumiro is made into a LINE sticker

April: Hifumi Fund is awarded the second prize of the R&I Fund Award 2015 in the Investment Trusts/Japanese Equity Fund category as well as the first prize in the NISA/Japanese Equity Fund category

January: Held the Nationwide Arigato Caravan (Appreciation Tour)
March: Hifumi Fund and Hifumi Plus are awarded Best Fund at the Lipper Fund Awards Japan 2016
September: Hifumi Fund is awarded the Good Design Award 2016; AUM of Rheos Capital Works exceeds 200 billion yen
October: Launched operation of Hifumi DC Fund, a fund exclusively for defined contribution (DC) pension plans

February: Rheos Capital Works is featured on TV Tokyo's Cambria Palace
March: Hifumi Fund and Hifumi Plus are awarded Best Fund at the Lipper Fund Awards Japan 2017
April: Hifumi Fund and Hifumi Plus are awarded the first prize of the R&I Fund Award 2017 in the NISA/Japanese Equity Fund category
May: The "Japan Equity Strategy" is awarded the R&I Fund Award 2017 in vthe Defined Benefit Pension/Japanese Growth Equity category
June: Policy regarding fiduciary duties announced
November: The Hifumi mascot Hifumiro is ranked 167th in the Yuru-Chara Grand Prix
December: Net asset value of Hifumi Fund Mother Fund exceeds 500 billion yen

March: Hifumi Plus is awarded Best Fund at the Lipper Fund Awards Japan 2018 for the third consecutive year
April: Hifumi Fund and Hifumi Plus are awarded the second prize of the R&I Fund Award 2018 in the NISA/Japanese Equity Fund category; Held the Nationwide Arigato Caravan (Appreciation Tour)
October: 10th anniversary of the Hifumi Fund celebrated

May: Interstellar Technologies' Shift to Space Quality MOMO-F3, the first private rocket in Japan and funded by Rheos Capital Works, is successfully launched; Hifumi Fund is awarded the first prize of the R&I Fund Award 2019 in the Investment Trust 10-year/Japanese Equity Fund category; Hifumi Fund and Hifumi Plus are awarded the second prize of the R&I Fund Award 2019 in the NISA/Japanese Equity Fund category
October: Launched operation and sales of Hifumi World
December: Launched operation of Hifumi World Plus (sister fund of Hifumi World)

February: Hifumi Fund and Hifumi Plus are awarded the Yahoo! Finance Best Fund Award 2019 in the Portfolio Registration Category
March: Joined the Fintech Association of Japan (FAJ) as a corporate member
April: Hifumi Fund is awarded the first prize of the R&I Fund Award 2020 in the Investment Trust 10-year/Japanese Equity Fund category; Joined the Financial Advisors Association of Japan as a corporate member
June: SBI Financial Services Co., Ltd. (subsidiary of SBI Holdings, Inc.) acquires a majority stake in the company

January: YouTube channel "Okane no Manabiba!" (Money Learning Center) launched
March: Hifumi Plus is awarded the Yahoo! Finance Best Fund Award 2020 in the Portfolio Registration and Fan Voting categories; Launched operation of Marugoto Hifumi and Hifumi Global Bonds Mother Fund; Launched operation and sales of Hifumi Light
April: Joined the Japan Alternative Data Accelerator Association; Founded the venture capital subsidiary Rheos Capital Partners, Inc.; Hifumi Fund is awarded the first prize of the R&I Fund Award 2021 in the Investment Trust 10-year/Japanese Equity Core Fund category
May: AUM of Rheos Capital Works exceeds one trillion yen
August: Net asset value of Hifumi series exceeds one trillion yen
September: Launched operation of Hifumi World DC Fund, a fund exclusively for defined contribution (DC) pension plans