Fundamental Active Strategy

Investment Approach

We believe that market inefficiencies result in share price overvaluation and undervaluation from time to time. Our investment philosophy is to “achieve stable excess returns through active management” in the long-term by taking advantage of market inefficiencies.

We achieve these goals by:

Analysing fundamentals from a global perspective

Investing actively through a well-defined and structured process

Maintaining a consistent investment style with comprehensive risk management

Product Philosophy

Our investment management philosophy for the Japan Equity Fundamental Active product is derived from our belief that, even in a generally recognised value oriented Japanese market, it is possible to generate greater alpha by effectively combining quality value and earnings momentum focused growth stocks in a portfolio. We achieve this through rigorous fundamental research to identify catalysts for price appreciation ahead of the market, without taking undue risk.

Key Strengths

Style Agnostic:
Style agnostic approach to generate consistent alpha.

Local Experts:
Japan based expertise to conduct rigorous fundamental research.

Strong Track Record:
Proven long term track record in allocating to Large / Mid Cap shares.

Style

Our Japan Equity Fundamental Active product is designed to be style agnostic and it aims to provide excess returns by utilising a combination of flexible value and earnings momentum driven fundamental stock selection with sector allocation overlay.

Competitive Advantage

Style Agnostic: Freedom to generate alpha in all market conditions and not be style led. The benefit of not being a purely traditional value strategy

Agile Approach: Whether there is a preference for value or growth, large, mid or small caps, our agile approach to the Japanese market has led to outperformance in most scenarios

Local expertise and native Japanese equity portfolio managers: The ability to deal with the idiosyncrasies of the market allows the PM’s to effectively pick attractive stocks across the market cap spectrum

Seeks Consistent Outperformance: Alpha generated without taking undue risk