Approach

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.


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