Why Japan CoreAlpha Capabilities?

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Collectively the team has amassed over 50 years of experience in the Japanese equity market.

We are Contrarian, Value investors. We buy depressed and unfashionable assets that have the potential to mean revert.

Jeff Atherton, Head of Japanese Equities, Man Group

Read his biography

Concern about bank solvency began focused on the US, but the selloff extended to Europe and Japan too. Are the worries justified?

Matthew Moniot, Jeffrey Atherton, Martin Kinsler

Japan: Value Stocks Versus Value Stocks April 2022

The portents are as encouraging as they could reasonably be for Japanese Value stocks. However, instead of blindly buying the Value factor, investors need to focus on those with stronger earnings, competitive business models and shareholder-focused governance.

Jeffrey Atherton, Adrian Edwards

Japan Value: Getting By With a Little Help From the Fed? October 2021

Will rising inflation and tapering help Japan Value?

Jeffrey Atherton

The Wait Is Over: The Resurgence of Japanese Value April 2021

Resurgent economic growth, rising yields, the potential for foreign inflows and unique corporate environment – are the stars aligned for Japan Value?

Jeffrey Atherton

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Investors should note that, relative to the expectations of the Autorité des Marchés Financiers, this Strategy presents disproportionate communication on the consideration of non-financial criteria.

The Strategy may be regarded as promoting, among other characteristics, environmental and social characteristics. The Investment Manager applies an exclusion list which prevents it from investing in controversial stocks or industries which may be related to arms and munitions, nuclear weapons, tobacco and companies which have moderate to significant amount of revenues associated with coal production.

One should carefully consider the risks associated with investing, whether the strategy suits your investment requirements and whether you have sufficient resources to bear any losses which may result from an investment:

Investment Objective Risk - There is no guarantee that the Strategy will achieve its investment objective.
Market Risk - The Strategy is subject to normal market fluctuations and the risks associated with investing in international securities markets and therefore the value of your investment and the income from it may rise as well as fall and you may not get back the amount originally invested.
Counterparty Risk - The Strategy will be exposed to credit risk on counterparties with which it trades in relation to on-exchange traded instruments such as futures and options and where applicable, ‘over-the- counter’("OTC","non-exchange") transactions. OTC instruments may also be less liquid and are not afforded the same protections that may apply to participants trading instruments on an organised exchange.
Currency Risk - The value of investments designated in another currency may rise and fall due to exchange rate fluctuations. Adverse movements in currency exchange rates may result in a decrease in return and a loss of capital. It may not be possible or practicable to successfully hedge against the currency risk exposure in all circumstances.
Liquidity Risk - The Strategy may make investments or hold trading positions in markets that are volatile and which may become illiquid. Timely and cost efficient sale of trading positions can be impaired by decreased trading volume and/or increased price volatility.
Single Region/Country Risk - The Strategy is a specialist country-specific Strategy or focuses on a particular geographic region, the investment carries greater risk than a more internationally diversified portfolio.

Why Japan CoreAlpha Capabilities?

Investment Process

Your Team

Collectively the team has amassed over 50 years of experience in the Japanese equity market.

Adrian Edwards, CFA

Stephen Harget, CFA

Emily Badger, CFA

Insights

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Considerations

Investors should note that, relative to the expectations of the Autorité des Marchés Financiers, this Strategy presents disproportionate communication on the consideration of non-financial criteria.