The Martin Currie Japan Equity strategy has a long-standing reputation for identifying and partnering with some of the fastest growing companies in Japan.
The leadership duo is experienced in studious fundamental analysis and constructing concentrated portfolios – a philosophy that aligns with the long-term legacy of the strategy. Quality remains a bedrock of the research process where the team choose to partner with management which has demonstrated effective strategic leadership over the long term, assessing the extent of value creation inherent in capital allocation decisions.
The team continue to operate a concentrated, low turnover portfolio composed of companies on steep growth trajectories; they look for firms with robust business models, strong management teams, but fundamentally trading on reasonable multiples. This enables the team to assert meaningful conviction in their best ideas. Benefitting from the power of compounding, the strategy seeks to generate returns superior to the broad Japanese market.
The team recognise the importance of prevailing societal and economic themes, and these trends are incorporated into their fundamental company analysis. By screening the investment universe for exposure to the structural themes embedded in the culture of Japanese society, the research team can scrutinise the business models of a subset of companies already benefitting from long term tailwinds.
|Portfolio characteristics||Japan Equity|
|Investable Universe||Japanese listed shares|
|Benchmark||The Japan TSE 1st Section (TOPIX) Index|
|Number of stocks||30-50|
"By screening the investment universe for exposure to the structural themes embedded in the culture of Japanese society, we can scrutinise the business models of a subset of companies already benefitting from long term tailwinds."
Why Invest in Japan Equity
Structural quality growth
Our investment philosophy is centred on identifying and partnering with quality Japanese companies subjected to steep growth trajectories.
The New Japan
We narrow our focus to those companies already benefitting from the long term tailwinds inherent in 'The New Japan' philosophy.
Our concentrated portfolios are constructed on an unconstrained and fundamental basis. We conduct rigorous company analysis to identify firms with robust business models but fundamentally trading on reasonable multiples.