Japanese Equities Strategy
A focussed Japanese equity strategy which buys companies available at a discount to intrinsic worth. Invests with patience to hold until a company's worth is realised; simple value investing with high conviction.
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.
Juliet joined OP in January 2013. She was previously a director and portfolio manager at MLIM where she was employed for 16 years, latterly as part of the global equity team and before that responsible for managing Japanese equity portfolios. She left MLIM in 2002 and co-founded FM Capital Management, a boutique Japanese equity management firm. She graduated from Oxford University. She co-manages Japanese equity portfolios and contributes to the overall investment selection.
Robert joined OP in August 2007 from Dalton Strategic Partnership. During a career that began at S.G. Warburg & Co./Mercury group in 1976, he has held various senior positions in the securities and investment industry all dealing with the Japanese market. He has a degree in Japanese and economics from Sheffield University and has lived in Japan on five separate occasions. He is Chairman of the J.P. Morgan Japanese Smaller Companies Trust Plc. He co-manages the Japanese equity portfolios and contributes to the overall investment selection.