Investment objective

A highly focussed Japanese equity strategy that invests in companies with attractive valuations. The unique corporate culture and demographics in Japan require rigorous and frequent company visits to maximise knowledge and ensure value translates into shareholder return. The strategy seeks out companies with good quality or improving management teams and governance. The resulting portfolio has exposure across the market capitalisation spectrum, is highly focussed and has no reference made to index positions.


Portfolio managers

Juliet Marber

Portfolio Manager

Robert White

Portfolio Manager

Introduction to the strategy

Latest publication

March 2019

The New Emperor’s Clothes
Robert White
Juliet Marber