Viewpoints (Japan)

For more information on our actively managed Japan equity strategies, please click here.

Japan Equity Fundamental Active Group

The PM’s Insight reports are produced by Fundamental Active Group Leader Masashi Kamohara. The group is part of the Tokyo based Equity Management Department responsible for our Japanese Equity strategies. Mr Kamohara and his team of portfolio managers dedicate 100% of their time to the Japan Equity Fundamental Active strategy. Our Japan Equity UCITS fund is managed by the Fundamental Active Group.

This product is Core in style, investing in both value and earnings momentum growth stocks.

Japan Equity Value + Alpha Group

The PM’s Perspectives commentaries are written by Takuya Kamiishi, Portfolio Manager for the V+A Group.  The group is part of the Tokyo based Equity Management Department responsible for our Japanese Equity strategies. In addition to V+A, the Senior Portfolio Managers within the Group also have responsibility for the management of the Japan Equity Mid-Small Cap GARP and Small Cap GARP strategies.

The investment philosophy for the V+A strategy is derived from our belief that value investing with emphasis on ROE should outperform over the overall market in Japan.

Date Report View
June 2019 PM's Monthly Perspectives
11 June 2019 PM's Perspectives - Low Price Options are Likely to Increase
20 May 2019 PM's Perspectives - What kind of era was Heisei?
May 2019 PM's Monthly Perspectives
April 2019 PM's Monthly Perspectives
1 April 2019 Perspectives - The Need to Invest in Growth Companies
March 2019 PM's Monthly Perspectives
7 March 2019 PM's Perspectives - 7 March 2019
February 2019 PM's Monthly Perspectives
January 2019 PM's Monthly Perspectives
21 Dec 2018 PM's Perspectives - Shionogi's 'Four Stakeholders Management'
December 2018 PM's Monthly Perspectives
16 Nov 2018 PM's Perspectives - Regional Bank Stocks are Wonderful
November 2018 PM's Monthly Perspectives
17 Oct 2018 PM's Perspectives - 3 Rules on Exec Remuneration
October 2018 PM's Monthly Perspectives
25 Sept 2018 PM's Perspectives - How to calculate the cost of equity & utilise it in company management
September 2018 PM's Monthly Perspectives
21 August 2018 PM's Perspectives - Asset Plays & Turnaround stories that benefit from ESG Factors
August 2018 PM's Monthly Perspectives
18 Jul 2018 PM's Perspectives - Why has the Shanghai Composite Index Declined?
July 2018 PM's Monthly Perspectives
13 Jun 2018 PM's Perspectives - The Conditions for Success in M&A
June 2018 PM's Monthly Perspectives
31 May 2018 PM's Perspectives - Japanese Banking Sector
25 May 2018 PM's Perspectives - A Shift in the Tech Sector
18 May 2018 PM's Perspectives - 3 Key Aspects of ESG Investment
16 May 2018 PM's Perspectives - A Long Journey Begins with Just 1 Step
May 2018 PM's Monthly Perspectives