Japan Equity strategies
J.P. Morgan Asset Management is recognised as one of the leading foreign asset managers in Japan, with over 35 years’ on-the-ground experience. We maintain extensive Japan equity teams split between Tokyo and London.
We offer complimentary investment processes in Japan, a Research driven process and a Manager driven process. The Research driven process, focuses on future earnings and cash flows, and our Manager driven process, focuses on fundamental analysis.
We maintain a heavy focus on on-the-ground, proprietary research, typically carrying out more than 4000 company visits and meetings across Japan every year.
Key strategies
Japan Select Equity
A core broad-based Japanese equity strategy using our Research driven process.
Japan Equity
A core Japan equity strategy that looks to provide bottom-up exposure to Japan’s most attractive growth opportunities using our Manager driven process.
Japan Alpha Plus
An aggressive growth strategy that targets high levels of excess return using our manager’s best ideas.
Japan 50 Fund
A concentrated ‘best ideas’ portfolio of around 50 Japanese companies selected for their exceptional performance potential and attractive valuation, using the Research driven process
Key to symbols
| Risk | ||||
|---|---|---|---|---|
| Process | Low | Med | High | |
| Behavioural finance | ||||
| Research driven | ||||
| Manager driven | ||||
Commentary & Analysis
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