Strategy map
October 30, 2024
by Japan Equity Universe (exclude long/short only)
by Japan Equity Universe (exclude long/short only)
- Private: Japan Only Private Equity/Debt
- Private: Japan Only Real Estate/Real Asset
- Japan Equity Universe (exclude long/short only)
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| Core | Growth | Value | Engagement | ||||||
| Definition | (1)Invest in companies with stable Free Cash Flow Growth (2)Well-established Brand |
(1)Portfolio primarily consists of stocks that are expected to have an above-average capital appreciation rate relative to the market. (2)Generally have lower dividend yields and higher P/E ratios than Core or Growth counterparts. |
(1)Portfolio primarily consists of stocks that may be trading at a price lower than its fundamental or intrinsic value. (2)Generally have higher dividend yields and lower P/E ratios than Core or Value counterparts. |
(1)Invest in companies which need impact from outsider to lift value. (2)Frequent communication with corporate managers. At least more than one time in every quarter. (3)Improve company, mainly focusing on IR and/or financial capital structure. |
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| Funds | >>First Sentier | >>Comgest | >>Lazard Japan Asset Management K.K. | >> Aizawa | |||||
| Lindsell Train(Japanese Equity) | >>J Flag Investment Co., Ltd. | >>KU and Associates | >>Strategic Capital | ||||||
| MFS(Japan Concentrated Equity) | Baillie Gifford & Co(Japan Smaller Companies) | >>Nippon Value Investors | >>Symphony | ||||||
| Wealth Growth IM(Institutional-Japanese Equity Segregated) | >>Orbis Investments | >>VARECS | |||||||
| Arcus Investment Limited(Arcus Japan Value Fund) | Asset Value Investors Ltd(AVI Japan Opportunities Strategy) | ||||||||
| Burgundy Asset Management(Burgundy Focus Japan Equity) | Dalton Investments LLC(Dalton Japan Equity) | ||||||||
| Nikko Asset Management Co., Ltd.(Japan Cash Rich Strategy) | Effisimo Capital Management | ||||||||
| Pzena Investment Management, LLC(Pzena Japan Focused Value) | GO Investment Partners(The TMAM-GO Japan Engagement Fund) | ||||||||
| Schroder Investment Management(Japanese Equity Value-Up Strategy) | Lazard AM(Kagura Japanese Small Cap Value Equity) | ||||||||
| Simplex Asset Management(Simplex Value Up Master Company) | Misaki Capital(Engagement Master Fund) | ||||||||
| Tempered Investment Management Ltd.(Tempered Japan Value) | Newton Investment Partners | ||||||||
| Resona AM(Resona Japan Equity Value Research Alpha Fund) | SPARX(Japan Equity Stewardship Fund) | ||||||||
| Rising Sun Management(Nippon Active Value Fund) | |||||||||
| Taiyo Pacific Partners LP(Taiyo Fund) | |||||||||
| TriVista Capital(TriVista Fund) | |||||||||