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
OEIC
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.
SICAV
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 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.