Structural “Korea Discount” Is
Massive Investment Opportunity

In the Korean stock market, a multitude of globally competitive companies coexists, yet a significant portion trades at a substantial discount, reflecting the lowest global average PBR (Price-to-Book Ratio) of 1.0, known as the "Korea Discount." Rooted in structural factors, this prolonged undervaluation has been a prevailing characteristic. However, recent advancements such as a growing population of stock investors, the widespread influence of new media, the implementation of stewardship codes, institutional enhancements, and the overall development of the capital market have paved the way for strategies that actively engage shareholders and directly address undervaluation. This presents significant investment opportunities, marking a new era in the Korean stock market.

Learn More

Align’s Strategies to
Capitalize on “Korea Discount”

Align Partners focuses on concentrated and long-term investments in a select group of high-conviction companies that are deemed attractive from a private equity buyout perspective and significantly undervalued relative to their intrinsic values. Employing in-depth bottom-up analysis, Align Partners engages in various forms of shareholder involvement to enhance the value of portfolio companies directly. Typically holding minority stakes of less than 5%, Align Partners actively participates in management, occasionally securing influential stakes of over 5%, and attempts director appointments to contribute proactively to the strategic direction of the invested companies.

Learn More

About Align Partners

Firm

Founded in Seoul in 2021, Align Partners operates as a hedge fund manager. The team consists of seasoned professionals with expertise in successful buyout investments, corporate management, and M&A advisory from global asset management and investment banking. Committed to strategic investment and value enhancement, Align Partners leverages its collective experience to navigate the financial landscape, with a profound understanding of the Korean market and a robust network

  • AUM

  • SM Entertainment

  • JB Financial Group

  • Woori Financial Group

Learn More

Join Align Email Distribution List

Receive Regular Updates and Notifications On Align’s Latest Insights

Stay Connected
go top