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  LSV AM              Alliance Bernstein                    
             Sumitomo Mitsui AM      Prudential  Nomura AM      Sumitomo Mitsui AM  OSMOSIS              >> 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    JK Investment      UBS                                    
                     361 Capital        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    WisdomTree      Sompo Japan                                       
             Comgest        Sumitomo Mitsui Trust    Irish Life      Acadian                                    
             Okasan        T & D Asset    Numeric      Morant Wright                                    
             Polar        Meiji Yasuda AM        Polar                                    
             Barings        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
                                                                     
                                                                     
                                                                     
                                                                     
                                                                     
                                                                     

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