IDENTIFYING VALUE

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 September 30, 2018
EUR / USD
3 years
5 years
10 years
Since Jan. '98
Japanese Composite
40.81 %
65.51 %
165.07 %
418.62 %
MSCI Japan Net
35.49 %
61.65 %
115.68 %
101.62 %
Active Return (geom.)
3.93 %
2.39 %
22.90 %
157.22 %
cumulated as of September 30, 2018
EUR / USD
3 years
5 years
10 years
Since Jan. '98
Japanese Composite
46.36 %
41.55 %
120.91 %
455.73 %
MSCI Japan Net
40.98 %
38.70 %
78.35 %
115.30 %
Active Return (geom.)
3.82 %
2.06 %
23.87 %
158.12 %
annualized as of September 30, 2018
EUR / USD
3 years
5 years
10 years
Since Jan. '98
Japanese Composite
12.08 %
10.60 %
10.24 %
8.26 %
MSCI Japan Net
10.65 %
10.08 %
7.99 %
3.44 %
Active Return (geom.)
1.29 %
0.47 %
2.08 %
4.66 %
annualized as of September 30, 2018
EUR / USD
3 years
5 years
10 years
Since Jan. '98
Japanese Composite
13.54 %
7.20 %
8.25 %
8.62 %
MSCI Japan Net
12.13 %
6.76 %
5.96 %
3.76 %
Active Return (geom.)
1.26 %
0.41 %
2.16 %
4.68 %

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

 
Back to top