Capital at risk
Japan offers access to the unexpected: unique technologies, premium brands and emerging digital disruptors. Our long-term, patient approach gives you access to this potential.
Why invest in Japanese equities?
Japan is home to exceptional companies leading their field in sectors such as gaming, robotics and automation. It also has local champions, which dominate the domestic market by taking a distinctly Japanese approach. The region provides underappreciated potential to access several long-term structural growth opportunities.
How do we invest in Japanese equities?
We have a strong pedigree in Japan, having first invested in the region’s companies in the 1960s. This was followed by the launch of our first dedicated Japan portfolio in 1981.
We take a patient, long-term approach, seeking to back companies for five years and beyond. And our high-conviction portfolios contain a relatively small number of stocks in what we believe represent the very best of Japan.
Japan equities strategies
Japan All CapDiscover Japan's untapped potential. Focusing on fundamentals, we try to find mispriced, under-appreciated growth opportunities.
Japan GrowthUnearthing Japan's hidden opportunities, our strategy targets emerging disruptors, strong franchises, and corporate reform for growth.
Japan Income GrowthWe try and find Japan's undervalued assets through a fundamentals-driven approach for investors seeking potential growth opportunities.
Japan Smaller CompaniesWith in-depth insight into Japan's history, we aim to uncover undervalued opportunities for investors.
All our investment capabilities
Core growthLarge, diverse portfolios of growth-focused holdings built with benchmarks and reduced volatility in mind.
Equity and multi-asset incomeSeeking both dependable income and long-term capital growth.
Fixed incomeTargeting company and government bonds with a focus on long-term outcomes.
Flexible growthPortfolios containing a mix of firms focused on disruption, steady compounding and timely capital allocation.
High growthConcentrated portfolios of fast-growth companies, typically holding between 25 and 50 stocks.