Japanese equity portfolios are co-managed by Robert White and Juliet Marber. Both Robert and Juliet have many years investment experience, the bulk of which has been spent covering the Japanese market.

The portfolio is invested in companies with a market capitalisation above US$1billion. The investment approach is the same as that of other portfolios managed by OP: long only, concentrated yet diversified (15-25 holdings), index-ignorant, anti-short-term and contrarian.