Discovering hidden values

Japanese Equities

      
 

Japanese Equities

      

 

Strategy:

The Japan strategy is based on our value-oriented and systematic investment approach. Its foundation consists of our Japan-specific stock screenings (CHICCO) combined with fundamental analysis of all buy candidates. Portfolio construction is characterized by equal-weighting all single stocks within the portfolio in order to avoid bulk risks and achieve broad diversification.

 

Characteristics:

Benchmark:

MSCI Japan Net
Investment Style:Value, active, bottom-up

Number of stocks in portfolio:        

approx. 50-70
Currency hedging:no
Use of derivatives:no
Negative lists, SRI-Screens:   
can be implemented
Minimum investment:EUR 50m (segregated mandate)
 

Performance Composite (Gross of fees):

cumulated as of January 31, 2018
EUR / USD
3 years
5 years
10 years
Since Jan. '98
Japanese Composite
26.77 %
84.97 %
113.92 %
413.87 %
MSCI Japan Net
28.75 %
86.58 %
77.91 %
93.55 %
Active Return (geom.)
-1.54 %
-0.86 %
20.24 %
165.50 %
cumulated as of January 31, 2018
EUR / USD
3 years
5 years
10 years
Since Jan. '98
Japanese Composite
39.39 %
69.23 %
81.30 %
490.18 %
MSCI Japan Net
42.13 %
71.23 %
49.69 %
121.67 %
Active Return (geom.)
-1.93 %
-1.17 %
21.12 %
166.25 %
annualized as of January 31, 2018
EUR / USD
3 years
5 years
10 years
Since Jan. '98
Japanese Composite
8.23 %
13.09 %
7.90 %
8.49 %
MSCI Japan Net
8.79 %
13.29 %
5.93 %
3.34 %
Active Return (geom.)
-0.52 %
-0.17 %
1.86 %
4.98 %
annualized as of January 31, 2018
EUR / USD
3 years
5 years
10 years
Since Jan. '98
Japanese Composite
11.71 %
11.10 %
6.13 %
9.24 %
MSCI Japan Net
12.43 %
11.36 %
4.12 %
4.04 %
Active Return (geom.)
-0.65 %
-0.24 %
1.93 %
5.00 %

Past performance of financial instruments is no guarantee of future results.

 
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