Japan
Value + Alpha
LEAD MANAGER
Shinichi SHIMONISHINOSONO
PERFORMANCE TARGET
2% – 3% p.a. above benchmark
STYLE
Value
BENCHMARK
TOPIX (with div)
“Japan Equity Value + Alpha caters for institutional investors seeking stable returns from investments through active management built on a Value approach respectful of ESG considerations”
LEAD MANAGER
Shinichi SHIMONISHINOSONO
Key Strengths
Consistent Value Approach
We pursue superiority in active management over the medium to long term through a consistent value approach
Rigorous Corporate Research
Superior bottom up stock selection based on our extensive research activities
Focus on Engagement
We consider positive engagement activities to be a source of value
Investment Approach
We believe that market inefficiencies result in share price overvaluation and undervaluation from time to time. Our investment philosophy is to “achieve stable excess returns through active management” in the long-term by taking advantage of market inefficiencies.
We achieve these goals by:
Analysing fundamentals from a global perspective
Investing actively through a well-defined and structured process
Maintaining a consistent investment style with comprehensive risk management
Product philosophy
The theory behind our investment management philosophy for Japan Equity Value + Alpha is derived from our belief that, even in a generally recognised Value oriented Japanese market, it is possible to generate greater alpha by effectively combining good quality, earnings driven, flow value focused stocks in a portfolio through rigorous fundamental research to identify catalysts for price appreciation ahead of the market, without undue risk.
Style
We would classify our investment style for this product as fundamental bottom-up earnings driven Value style.
SFDR Sustainability Reports
Key Facts
LEAD MANAGER
Shinichi SHIMONISHINOSONO
PERFORMANCE TARGET
2% – 3% p.a. above benchmark
STYLE
Value
BENCHMARK
TOPIX (with div)
TRACKING ERROR RANGE
3% (in principle) – 7%
NO. OF HOLDINGS RANGE
120 Max
OFFERED AS A SEGREGATED STRATEGY?
Yes
OFFERED AS A POOLED STRATEGY?
No
INCEPTION DATE
October 1996
GIPS® COMPLIANCE
Yes