We focus on Japanese stocks with earnings growing, which will be priced in eventually. And we believe that we can find growing companies even in the mature Japanese market. Through significant knowledge and experience, we evaluate quality and sustainability of earnings growth, and select stocks we can hold over a long-time horizon.
Young companies at the stage of rapid growth in terms of sales and earnings. Characterized by small size and high-risk high-return investing.
Focus on growth opportunities. Main driving force of performance at risk on environment
Companies that preserves healthy earnings structure and sustainable earnings growth typically by securing a high share in niche market. Characterized by small size, low beta, and low risk.
Focus on the degree of certainty about earnings growth. Performance driver at sluggish stock market.
Yasuharu, Matsumoto Investment Director &
Emerging Markets Specialist
Stewardship: At the heart of our investment approach is the concept of stewardship.
We believe our job is to allocate our clients’ capital to good quality companies with sound growth prospects and strong management teams, ensuring we pay sensible prices for these investments.