Japan Equity
J.P. Morgan Asset Management is recognised as one of the leading foreign asset managements 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 Funds
JF Japan Equity*
A core broad-based Japanese equity strategy run by Peter Kirkman, CIO of the JF Japan Portfolio Group.
JPM Japan Select Equity*
A core broad-based Japanese equity strategy using our Research driven process.
JPM Japan Fund
A aggressive Japanese equity OEIC focused on bottom-up, multi-cap investing, managed by David Mitchinson in the JF Japan Portfolio Group.
JPM 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.
JF Japan Small Cap Fund*
A high-conviction portfolio of Japanese smaller companies, which is managed by David Mitchinson in the JF Japan Portfolio Group.
JF Tokyo Alpha Plus Fund*
An aggressive unconstrained, strategy that targets significant levels of excess return using the individual manager’s best ideas. Has the scope to invest in cash and hedging instruments to protect returns. Managed by Hisashi Osezawa of the JF Japan Portfolio Group.
*SICAV