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Japan Equity

Unconstrained, concentrated, quality growth solution

Overview

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.

Key Information

To achieve capital growth through investment in securities of Japanese companies

Portfolio characteristics Japan Equity
Objective Long-Term Growth
Asset Class Equities
Style Growth
Investable Universe Japanese listed shares
Benchmark The Japan TSE 1st Section (TOPIX) Index
Market capitalisation All-cap
Allocation Unconstrained
Number of stocks 30-50
Portfolio turnover 20-40%
Inception  October 1996

  • "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

Heritage

Structural quality growth

Our investment philosophy is centred on identifying and partnering with quality Japanese companies subjected to steep growth trajectories.

Heritage

The New Japan

We narrow our focus to those companies already benefitting from the long term tailwinds inherent in 'The New Japan' philosophy.

Heritage

Fundamental

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.


Investment Team

Reiko Mito

Job title
Head of Japan Strategy and Research
Experience
22 years
Paul Danes

Paul Danes

Job title
Portfolio Manager, Japan
Experience
29 years

Our Capabilities

Related Insights

  • Q&A: Harnessing opportune growth in Japanese equities

    2 months into the new leadership tenure on the Martin Currie Japan Equity strategy, we caught up with Reiko Mito and Paul Danes for a candid discussion on the growth opportunities amid the region…

    Date published
    29 Nov 2022
    Tag
    Japan Equity
  • Japan Equity:THE ‘NEW JAPAN’

    The Martin Currie Japan Equity strategy has a long-standing reputation for identifying and partnering with some of the fastest growing companies in Japan.

    Date published
    1 Nov 2022
    Tag
  • An interview with Hideo Shiozumi

    The New Japan Legacy

    Reiko Mito interviews Hideo Shiozumi who reflects on his career managing Japanese equities as the newly formed Martin Currie Japan Equity team prepare to inherit and safeguard the legacy of ‘The New Japan.’

    Date published
    21 Sep 2022
    Tag
    Japan Equity