Korea Investment Value Asset Management

What Korea Investment Value Asset Management does

Korea Investment Value Asset Management Co., Ltd. (한국투자밸류자산운용) is a Seoul-headquartered asset management firm operating as a wholly-owned subsidiary of Korea Investment Financial Holdings (한국투자금융지주), a diversified South Korean financial conglomerate. The firm applies a long-duration value-investing methodology built around its "10-Year Investment Philosophy," which frames stock prices as merely the visible tip of the iceberg relative to underlying intrinsic corporate value. It serves primarily Korean retail and individual investors — including parents investing for children's futures and individuals preparing for retirement — through equity, mixed-asset, and pension fund vehicles, plus an ETF product line.

The firm's product portfolio comprises three flagship equity funds — Korea Value Korea Rating (한국밸류 코리아 리레이팅), Korea Value 10-Year Investment Children (한국밸류 10년투자 어린이), and Korea Value Global Dividend Income (한국밸류 글로벌배당인컴) — alongside the VITA ETF brand operated at vitaetf.co.kr. Distribution is executed primarily through Korea Investment Securities, the affiliated brokerage within the parent group, and supplemented by third-party distribution agreements with Eugene Investment Securities and SK Securities for VITA ETF products. Revenue is generated through recurring management fees on assets under management, consistent with a subscription-style fee model standard in Korean asset management.

The firm is operationally integrated into the Korea Investment Financial Holdings ecosystem, with marketing, investor education, and cross-promotion conducted across the broader group's affiliated entities, including Korea Investment Trust Management, Korea Investment Capital, Korea Investment Real Estate Trust, Korea Investment Partners, Korea Investment Private Equity, Korea Investment Real Asset Management, and KIARA Advisors. The corporate website (vam.koreainvestment.com) serves as the central disclosure, fund information, and investor relations channel. No founding date, headcount, AUM, revenue, technology stack, or AI/ML capability details were disclosed in the source data.

Name

Korea Investment Value Asset Management

Legal name

Korea Investment Value Asset Management Co., Ltd.

Website

https://koreavalueasset.com

Company type

Private

Founded year

2006

Operating status

Operating

Headcount range

51–100 employees

Short description

Korea Investment Value Asset Management (한국투자밸류자산운용) is a Seoul-based asset management firm under Korea Investment Financial Holdings, offering value-investing equity, mixed, pension, and VITA ETF funds to Korean retail investors via group-affiliated and partner securities firms.

Ownership category

akta.pro rank

Product category

Asset Management

NAICS

Portfolio Management and Investment Advice (52394), Open-End Investment Funds (525910)

SIC

Investment Advice (6282)

akta.pro primary industry

Large-Cap Equity (Active) (FSAAAIAA)

Keywords

• Value investing funds
• Equity fund management
• Pension fund management
• ETF product management
• Asset management services

Headquarters

HQ city

Yongdungpo

HQ country

South Korea

HQ region

Asia

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Others

Revenue model

1. Fund Management Fees: The company generates revenue through management fees charged on its investment trust funds, including equity funds, mixed funds, and pension funds. Revenue is based on assets under management (AUM) from the Korea Value Korea Rating, Korea Value 10-Year Children, and Global Dividend Income funds.

Go-to-market motion1 record

Distribution channels3 records

Marketing channels3 records

Core offering

Korea Investment Value Asset Management is a South Korean asset management firm that manages and distributes investment trust funds applying a long-term value investing philosophy focused on companies' intrinsic value rather than market price. The firm offers equity funds, mixed funds, pension funds, and the VITA ETF brand, distributed through Korea Investment Financial Group affiliates and third-party securities firms.

Product overview

Korea Investment Value Asset Management operates a portfolio of investment funds focused on value investing principles. The core products include three main equity fund families: Korea Value Korea Rating (focused on high-rating potential stocks), Korea Value 10-Year Investment Children (children's investment fund), and Korea Value Global Dividend Income (global dividend-focused). Additionally, the company manages VITA, an ETF brand. The product lineup spans equity funds, mixed funds, and pension funds, all aligned with the firm's long-term value investment philosophy of identifying intrinsic corporate value beyond surface-level stock prices.

Differentiator

Problem solved

Functional benefit

Brands

• VITA: ETF brand of Korea Investment Value Asset Management

Products and services

• Korea Value Korea Rating (한국밸류 코리아 리레이팅) Securities investment trust (equity) fund that invests in stocks with high rating potential for intrinsic corporate value, pursuing long-term compound returns through concentrated investment in undervalued securities. Targeted at retail investors seeking long-term capital appreciation.
• Korea Value 10-Year Investment Children (한국밸류 10년투자 어린이) Securities investment trust (equity) fund accessible to all investors, investing primarily in undervalued stocks and high-growth-potential companies alongside the concept of children's long-term dreams. Designed for parents investing for their children's future and individuals seeking long-term capital accumulation.
• Korea Value Global Dividend Income (한국밸류 글로벌배당인컴) Securities direct investment trust (equity) fund that invests in low-volatility, stable high-dividend assets and global quality companies that consistently increase dividends, representing the global era of value investing. Targeted at retail investors seeking stable dividend income.
• VITA ETF ETF brand operated by Korea Investment Value Asset Management, with promotional campaigns conducted jointly with partner securities firms such as Eugene Investment Securities and SK Securities.

Quantifiable outcome

• Long-term compound returns through value investing philosophy maintained over 10+ years

Segments1 record

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature1 record

Partnerships

Four partnerships are on record, tiered core and minor.

• Korea Investment Securities (한국투자증권)coreChannel Partner/ Reseller/ DistributorPrimary distribution channel for all Korea Investment Value Asset Management fund products, including equity funds, mixed funds, and pension funds, leveraging the securities firm's extensive retail investor network.
• Eugene Investment Securities (유진투자증권)minorChannel Partner/ Reseller/ DistributorThird-party securities firm partnership for VITA ETF product distribution and joint promotional events featuring investment campaigns for two VITA ETF products.
• SK Securities (SK증권)minorChannel Partner/ Reseller/ DistributorThird-party securities firm partnership for VITA ETF product distribution and joint promotional events featuring investment campaigns for two VITA ETF products.
• Korea Investment Partners (한국투자파트너스)minorChannel Partner/ Reseller/ DistributorAffiliated partner company within the Korea Investment Financial Group network.

Scale indicators1 record

Recent moves6 records

Expansion highlights4 records

Direct peers

• KB Asset Management: Asset management arm of KB Financial Group, offering retail equity, pension, and ETF products in Korea. Comparable in being a bank/financial conglomerate subsidiary competing for similar retail investor wallet share.
• Hanwha Asset Management: Subsidiary of Hanwha Group offering Korean equity, mixed asset, and pension funds to retail investors. Directly competes in the same Korean retail fund market with similar product taxonomy.
• IBK Asset Management: Asset management affiliate of Industrial Bank of Korea, focused on equity and pension products for Korean retail investors. Comparable retail-focused mandate and value/quality product mix.
• Shinhan Asset Management: Shinhan Financial Group's asset management subsidiary managing equity, bond, and pension funds. Directly comparable as a Korean financial conglomerate-affiliated asset manager.
• Samsung Asset Management: Major Korean asset manager distributing equity, mixed, and pension funds through affiliated securities firms. Closely comparable business model and distribution structure as a conglomerate-affiliated manager.
• NH Investment & Securities Asset Management: Asset management arm of NH Financial Group distributing funds through affiliated securities and banking channels. Comparable distribution model leveraging a financial group ecosystem.
• Tiger Asset Management (TIGER ETF): Operates one of the largest ETF families in Korea including value-tilted and dividend ETFs. Closely comparable as a Korean ETF competitor to the VITA brand.
• KODEX (Samsung ETF brand): Leading Korean ETF brand within Samsung Asset Management, offering value and dividend ETFs. Direct competitor to the VITA ETF line for Korean retail ETF capital.

Broad incumbents

• Mirae Asset Global Investments: Largest Korean asset manager with extensive equity, bond, and ETF offerings across global markets. Direct overlap in Korean equity fund management and ETF distribution, but operates at significantly greater scale and product breadth.

Emerging players

• Hyundai Asset Management: Smaller but growing Korean asset manager under Hyundai Motor Group, offering equity and ETF products. Comparable in pursuing retail equity fund growth through brand and distribution.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks5 records

Key highlights6 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Korea Investment Value Asset Management