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        Tempered        >> 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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