Value + Alpha 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

Key Strengths

Consistent Value Approach:
We pursue superiority in active management over the medium to long term through a consistent value approach.

Rigorous Corporate Research:
Superior bottom up stock selection based on our extensive research. activities

Focus on Engagement:
We consider positive engagement activities to be a source of value.

Investment Philosophy

The theory behind our investment management philosophy for Japan Equity Value + Alpha 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 good quality, earnings driven, flow value focused stocks in a portfolio through rigorous fundamental research to identify catalysts for price appreciation ahead of the market, without undue risk.

Style

We would classify our investment style for this product as fundamental bottom-up earnings driven Value style.