Japan Equity Universe (exclude long/short only)

E1709_JP EQ Map (Larger)

                                                                             
   
  Core GARP Opportunistic  
   
  >> Bold Type:  Interviewed by HC   Italics: Pure domestic manager  
   
                                                                         
                       [Definition]                                      [Definition]                                          [Definition]                            
     - Longevity                - Incorporates both core and opportunistic characteristics                - Strong growth potential                        
     - Stable Free Cash Flow Growth                              - Alpha                        
     - Clear Organization                              - Beta Agnostics                        
     - Low volatility                                      - Adaptability                              
                                                                         
   
 








Large Cap 
                                                                       
                  Growth     Core     Value     Growth     Asset Value Focused     Value Neglected     Value Up    
                                             
                                                                         
       ValueInvest            Asset Management One      Asset Management One  Nikko AM      Schroder                Alliance Bernstein                      
               Sumitomo Mitsui AM        Prudential  Nomura AM      Sumitomo Mitsui AM                >> Orbis                      
               Mitsubishi UFJ Trust        BNP Paribas  Allianz      Mitsubishi UFJ Trust                                      
               Resona        Schroder  Aberdeen      Resona                                      
               Martin Currie        Sumitomo Mitsui AM  MFS      Eastspring                                      
               E.I. Sturdza        Mitsubishi UFJ Trust  CE AM      Dalton Capital                                      
               Portfolia        Resona  Lombard Odier      Jupiter                                      
               Fidelity        Sawakami  NWQ      M&G                                      
               Pictet        >> FiveStar  Eikoh Research      Man                                      
               Nikko AM        Tango  F&C (BMO)      Fidelity                                      
               Nomura AM        Jupiter  Franklin Resources      Nikko AM                                      
               MU        Neptune  GAM      Nomura AM                                      
               Franklin Resources        PineBridge  Indus      Principal Global                                      
                 Atlantis        Portfolia  Threadneedle      Goodhart                                      
                 Hennessy        Fidelity  Unigestion      Oldfield                                      
                       Pictet  SYZ      RWC                                      
                       Capital International    Columbia      TM Investment                                      
                       >> Lazard        UBS                                      
                               ArthVeda                                      
                                 Deutsche                                      
                                     Norinchukin Value Investments                                    
                                                                         
   
               $10bn






Medium Cap  
                                                                       
       >> First State            Invesco        Invesco GCI      Invesco        >> SpiritUs        >> Usonian (ex Advisory Research)      JO Hambro        Effissimo      
       Harris        Tokio Marine        Tokio Marine Brown Advisory      Nissay AM        Shiozumi        >> Nippon Value Investors      >> Varecs        Taiyo      
       Burgundy        Nissay AM        Nissay AM APS      Mizuho Trust                        >> KU and Associates            
       Lindsell Train        Mizuho Trust        Mizuho Trust Village Capital      Daiwa SB                                      
               Daiwa SB        Daiwa SB Blue Lakes      Asahi Life AM                                      
               T. Row Price        Asahi Life AM Evarich      Amundi                                      
               Bayview        Melchior GO Investment      Metzler                                      
               JP Morgan        SPARX Belgrave      JP Morgan                                      
               Asset Management One      Oechsle BNY Mellon      Sumitomo Mitsui Trust                                    
               Sumitomo Mitsui Trust      Yuki Coupland      T & D Asset                                      
               Meiji Yasuda AM        JP Morgan Next Wave      Meiji Yasuda AM                                      
               Sompo Japan        AXA Rosenberg        Sompo Japan                                      
               Comgest        Sumitomo Mitsui Trust        Acadian                                      
               Okasan        T & D Asset        Morant Wright                                      
               Polar        Meiji Yasuda AM        Polar                                      
                       Sompo Japan        Avanti                                      
                       Marathon          Arcus                                      
                       Atlantic          Credit Suisse                                      
                       Rheos Capital (Hifumi)          Tempered                                      
                       Matthews                                              
                       Okasan                                              
                                                                         
                                                                         
   
                  $2bn



Small Cap  
                                                                       
                   Ballie Gifford        Goldman Sachs        Wellington        Angel Japan        Brandes        City Financial (Bonsai)      Ichigo      
                   Janus Henderson        Wellington        Tiburon                                >> Asuka      
                     BlackRock        Dimensional                                        Misaki      
                     BNY Mellon        Kamakura                                        >> Simplex      
                           >> J Flag                                        >> Symphony      
                           Simplex                                        >> Strategic Capital      
                           VIS Advisors                                        RMB      
                                                                   Dalton Investments      
                                                                         
                                                                         
   
 

Micro Cap
                                                                       
                                                                         
                                                                         
                                                                         
                                                                         
                                                                         
   
                                                                             
 

Page Top