Company History

2003Apr. Founded as Rheos Inc.
Aug. Investment adviser registration.
Sept. Corporate name changed to Rheos Capital Works Inc.
Dec. Commenced investment advisory of privately placed investment trust.
Commenced investment advisory of pension fund assets.
2004Apr. Commenced investment advisory of Rheos Japan Growth Stock Fund "Kurama Tengu" distributed by DLJdirect SFG Securities (Current Rakuten Securities, Inc.).
2006Nov. Fidelity Securities starts distribution of Rheos Japan Growth Stock Fund "Kurama Tengu."
2007Sept. Acquired investment trust management license.
Deemed registration of financial instruments business (Investment management business, Type II financial instruments business, Investment advisory and agency business).
Dec. Change of financial instruments business registration accepted (amendment to method of business statement to add discretionary investment business).
2008Jan. Commenced business pertaining to discretionary investment contracts.
Commenced management of privately placed investment trust.
Aug. Submitted Hifumi Fund Registration Statement to the Director-General of Kanto Finance Bureau.
Oct. Commenced management and sales of Hifumi Fund.
2009Feb. Third-party allotment to IS Holdings Co., Ltd.
2010Nov. Net asset value of Hifumi Fund exceeds one billion yen.
2011Sept. Commenced management of Rheos Asia Select Stock Fund.
2012Apr. Hifumi Fund awarded first prize of "R&I Fund Award 2012" Investment Trusts/Japanese Equity Fund category.
May Commenced management of Hifumi Plus (sister fund of Hifumi Fund).
2013Apr. Hifumi Fund awarded second prize of "R&I Fund Award 2013" Investment Trusts/Japanese Equity Fund category.
Net asset value of Hifumi Fund Mother Fund exceeds ten billion yen.
2014Apr. Hifumi Fund awarded first prize of "R&I Fund Award 2014" Investment Trusts/Japanese Equity Fund category as well as NISA/Japanese Equity Fund category.
May. Investor accounts of Hifumi Fund exceeds ten thousand.
Dec. Hifumi mascot "Hifumiro" becomes a LINE sticker.
2015Apr. Hifumi Fund awarded second prize of "R&I Fund Award 2015" Investment Trusts/Japanese Equity Fund category as well as first prize of NISA/Japanese Equity Fund category.
2016Mar. Hifumi Fund and Hifumi Plus awarded Best Fund (in Equity Global over 5 years and Equity Global over 3 years, respectively) of "Thomson Reuters Lipper Fund Awards Japan 2016."
Sept. Hifumi Fund awarded the "Good Design Award 2016" (business models category).
AUM of Rheos Capital Works exceeds 200 billion yen.
Oct. Commenced management of Hifumi DC Fund.
2017Feb. Featured on TV TOKYO's "Nikkei special The Cambria Palace."
Mar. Hifumi Fund and Hifumi Plus awarded Best Fund (in Equity Global over 5 years and Equity Global over 3 years, respectively) of "Thomson Reuters Lipper Fund Awards Japan 2017."
Apr. Hifumi Fund and Hifumi Plus awarded first prize of "R&I Fund Award 2017" NISA/Japanese Equity Fund category.
May. "Japan Equity Strategy" awarded the "R&I Fund Award 2017" Defined Benefit Pension/Japanese Growth Equity category.
Jun. Announced our policy regarding fiduciary duties.
Nov. Hifumi mascot "Hifumiro" ranked 167th in "Yuru-chara Grand Prix."
2018Mar. Hifumi Plus awarded Best Fund (in Equity Global over 5 years and Equity Global over 3 years, respectively) of "Thomson Reuters Lipper Fund Awards Japan 2018."
Apr. Hifumi Fund and Hifumi Plus awarded second prize of "R&I Fund Award 2018" NISA/Japanese Equity Fund category.