Japan Equity Universe (exclude long/short only)

Strategy map
January 31, 2024
by 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. 
Funds >>First Sentier >>Comgest   >>Lazard Japan Asset Management K.K. >> Aizawa
Burgundy Asset Management(Burgundy Focus Japan Equity) >>Five Star Asset Management Co., Ltd.   >>KU and Associates >>Strategic Capital
Capital Group(Japan Equity (Capital Group)) >>J Flag Investment Co., Ltd.   >>Nippon Value Investors >>Symphony
Lindsell Train(Japanese Equity) Angel Japan(Angel Japan New Growth Equity Strategy) >>Orbis Investments >>VARECS
MFS(Japan Concentrated Equity) Baillie Gifford & Co(Japan Smaller Companies) Arcus Investment Limited(Arcus Japan Value Fund) GO Investment Partners(The TMAM-GO Japan Engagement Fund)
Mansartis Gestion(MANSARTIS JAPON) Invesco, Ltd(Japanese Equity Value Discovery) Dalton Investments LLC(Dalton Japan Equity)
The L.T. Funds(L.T. FUND Japanese General) Pzena Investment Management, LLC(Pzena Japan Focused Value) Effisimo Capital Management
Wealth Growth IM(Institutional-Japanese Equity Segregated) Schroder Japanese Equity Value-Up Strategy Misaki Capital(Engagement Master Fund)
Simplex Asset Management(Simplex Value Up Master Company) Neuberger Berman Group LLC(Japan Equity Engagement)
Resona AM(Resona Japan Equity Value Research Alpha Fund) SPARX(Japan Equity Stewardship Fund)
    Taiyo Pacific Partners LP(Taiyo Fund)