There are almost 4,000 companies listed on Japan’s stock market, the majority of which have limited to no analyst coverage. It represents a fertile environment for idea generation that we are constantly probing, looking for the next Yume no Machi (2484) or M&A Capital Partners (6080).
Following the introduction of Japan’s Stewardship Code (2014) and Corporate Governance Code (2015) there has been a gradual but noticeable improvement in corporate Japan’s attitude towards shareholder returns that we expect to continue.
We strive to identify well managed companies with long-term growth potential which the market has yet to recognise. We spend the majority of our time visiting or speaking to company management to build up a detailed understanding of each business, its strengths and weaknesses, the long-term outlook and the valuation.
When we recommend a stock we work closely with both the company and our clients to monitor developments and gauge whether it continues to merit inclusion in clients’ portfolios.
If you find this information useful, please share and help others find it.