Japan Equity Universe (exclude long/short only)

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  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    East Spring              
           E.I. Sturdza      Mitsubishi UFJ Trust  CE AM    Dalton Capital              
           Portfolia      Resona  Lombard Odier    Jupiter              
           Fidelity      Sawakami  Tradewinds    M&G              
           Pictet      >> FiveStar  Eikoh Research    Man              
           Nikko AM      Tango  F&C (BMO)    Fidelity              
           Nomura AM      Jupiter  Franklin Resources    Nikko AM              
           MU      Neputune  GAM    Nomura AM              
           Franklin Resources    PineBridge  Indus    Principal Global              
           Atlantis      Portfolia  Threadneedle    Goodhart              
                 Fidelity  Unigestion    Oldfield              
                 Pictet  SYZ    RWC              
                 Capital International      TM Investment              
                 >> Lazard      UBS              
                           ArthVeda              
         
   
               $10bn






Medium Cap  
       
     >> First State          Invesco      Invesco  GCI    Invesco        SpiritUs      >> 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      Sumitomo Mitsui Trust                              
           Sumitomo Mitsui Trust    Yuki      T & D Asset                                
           Meiji Yasuda AM      JP Morgan      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                                      
                 Rheos Capital (Hifumi)                                      
                 Matthews                                      
                 Okasan                                      
                                                           
         
   
                  $2bn



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

Micro Cap
       
         
         
         
         
         
   
                                                                             
 

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