Product Range
Established Japanese investment house with equities
& fixed income solutions for the global market
Japan Equity
The products below are managed and researched locally from our offices in Tokyo.
Structured Fundamental Japan (SFJ)
SFJ is an actively managed product that focuses on undervalued stocks with catalysts and the following characteristics; 1) competitive edge, 2) pricing power and 3) quality of earnings. Its bottom-up process is founded on intensive fundamental research and utilises our proprietary valuation model.
Japan Equity Fundamental Active (JEFA)
This product combines both growth and value style investing to generate alpha. Its bottom-up process is founded on intensive fundamental research and utilises our proprietary valuation and earnings momentum growth models.
Japan Equity - Mid-Small Cap “Free Active”
This product is an actively managed portfolio of mid and small cap stocks based entirely on fundamental bottom up research. There are no constraints around stock weights or sector allocation.
Japan Equity - Small Cap
This small cap product focuses on GARP (Growth At Reasonable Price) stocks with mid to long-term growth potential. Through rigorous research, it aims to generate extra alpha by investing in micro cap stocks that are generally overlooked by the market.
Japan EVI High Alpha
Japan EVI High Alpha is a concentrated portfolio of high conviction stocks that effectively combines non-price (absolute value) and price (relative value) analyses by utilising our well-tested proprietary fundamental value system with active management overlay.
This product does not put constraints around stock weights or sector allocation, giving our portfolio manager the freedom to focus on his best ideas and making the most of these investment opportunities to maximise alpha.
Capabilities
| Structured Fundamental Japan (SFJ) | Japan Equity Fundamental Active (JEFA) | Japan EVI High Alpha | Japan Mid-Small Cap "Free Active" | Japan Small Cap | |
|---|---|---|---|---|---|
| Portfolio Manager | Naoto Nagai | Masashi Kamohara | Hisashi Shiraki | Masayuki Kubota & Yoshiki Nagata | Yoshiki Nagata |
| Performance Target | 2%-3% p.a. above benchmark |
3%+ p.a. above benchmark |
3%+ p.a. above benchmark |
3%+ p.a. above benchmark |
3%+ p.a. above benchmark |
| Tracking Error Range | 3%-7% p.a. | 10% p.a. Max | No set target | No set target | No set target |
| Benchmark | MSCI Japan, FTSE Japan and TOPIX | TOPIX (with dividends) | MSCI Japan, FTSE Japan and TOPIX | Russell/Nomura Mid & Small Cap | Russell/Nomura Small Cap |
| No. of Holdings | 80-100 | 100-150 | 40-60 | 250-400 | 100-150 |
| Style | Core with Value biased active management | Value & Earnings Momentum | Focused portfolio with Value bias | Core | GARP |