Core
The Japan Value Equity Core strategy is a diversified Japanese equity strategy which aims to achieve above benchmark return in the medium- to long-term. The portfolio manager builds a portfolio by investing in undervalued stocks with careful consideration of risk/return. Our equity investment takes a bottom-up approach in which the Japanese equity research team analyzes intrinsic value of individual stocks and compares it with market price in order to identify undervalued stocks. The portfolio is not constrained by sector weights and market caps.
Concentrated
The Japan Value Equity Concentrated strategy is a focused Japanese equity strategy which aims to achieve above benchmark return in the medium- to long-term. The portfolio manager builds a portfolio by investing in undervalued stocks with careful consideration of risk/return. Our equity investment takes a bottom-up approach in which the Japanese equity research team analyzes intrinsic value of individual stocks and compares it with market price in order to identify undervalued stocks. The portfolio is not constrained by sector weights and market caps.
Focus
The Japan Value Equity Focus strategy is a focused, Japanese large/mid-cap equity strategy which aims to achieve above benchmark return in the medium- to long-term. The portfolio manager builds the portfolio by investing in undervalued stocks with careful consideration of risk/return. Our equity investment takes a bottom-up approach in which the Japanese equity research team analyzes intrinsic value of individual stocks and compares it with market price in order to identify undervalued stocks. The portfolio is not constrained by sector weights.
Sustainable
The Japan Value Equity Sustainable Strategy is smart beta Japanese equity strategy that tracks proprietary Sompo Sustainability Index, created by ESG (Environmental, Social, Governance) evaluation and stock valuation. Our equity investment takes a bottom-up approach in which the Japanese equity research team analyzes intrinsic value of individual stocks and compares it with market price in order to identify undervalued stocks. The portfolio invests in widely diversified stocks with high ESG quality. ESG research is conducted by Sompo Risk Management, which is a leading company in domestic ESG research.
Green
The Japan Value Equity Green strategy invests in Japanese equities which meet the criteria of environmental management and investment value, and aims to achieve above benchmark return in the medium- to long-term. Our equity investment takes a bottom-up approach in which the Japanese equity research team analyzes intrinsic value of individual stocks and compares it with market price in order to identify undervalued stocks. Environmental research is conducted by Sompo Risk Management, which is a leading company in domestic ESG research.
SRI
The Japan Value Equity SRI strategy invests in Japanese equities which meet the criteria of ESG (Environmental, Social, Governance) management and investment value, and aims to achieve above benchmark return in the medium- to long-term. Our equity investment takes a bottom-up approach in which the Japanese equity research team analyzes intrinsic value of individual stocks and compares it with market price in order to identify undervalued stocks. ESG research is conducted by Sompo Risk Management, which is a leading company in domestic ESG research.
Impact
The Japan Value Equity Impact strategy takes concentrated and long-term positions in Japanese equities proactively rethinking traditional work practices, e.g. through the promotion of female participation in the workforce and diversification, and those with highly stable and profitable businesses top in value-add creation. These are important targets given Japan's declining population. Our equity investment takes a bottom-up approach in which the Japanese equity research team analyzes intrinsic value of individual stocks and compares it with market price in order to identify undervalued stocks.
Small Cap
The Japan Value Equity Small Cap strategy invests in Japanese small-cap equities and aims to achieve above benchmark return in the medium- to long-term. The portfolio manager builds a portfolio by investing in undervalued stocks with careful consideration of risk/return. Our equity investment takes a bottom-up approach in which the Japanese equity research team analyzes intrinsic value of individual stocks and compares it with market price in order to identify undervalued stocks. The portfolio is not constrained by sector weights.
Income
The Japan Value Equity Income strategy invests in Japanese equities that pay above market average dividends and aims to achieve above benchmark return in the medium- to long-term. The portfolio manager builds a portfolio by investing in undervalued stocks with careful consideration of risk/return. Our equity investment takes a bottom-up approach in which the Japanese equity research team analyzes intrinsic value of individual stocks and compares it with market price in order to identify undervalued stocks. The portfolio is not constrained by sector weights and market caps.
Large Cap
The Japan Value Equity Large Cap strategy is a focused, Japanese large-cap equities, which aims to achieve above benchmark return in the medium- to long-term. The portfolio manager builds a portfolio by investing in undervalued stocks with careful consideration of risk/return. Our equity investment takes a bottom-up approach in which the Japanese equity research team analyzes intrinsic value of individual stocks and compares it with market price in order to identify undervalued stocks. The portfolio is not constrained by sector weights.
