Japan Small / Mid Cap

The small and mid cap segments of the Japanese equity market cover roughly 90% of stocks listed on the Tokyo Stock Exchange, many of which are under-researched.

The Japan Small/Mid Cap Equity strategy seeks to generate excess returns by identifying companies which have high medium to long-term growth prospects. The team invests in those companies at valuations/stock prices which do not fully discount that growth.

The investment team look for growth related themes that will affect Japanese society and its economy over the long term and identify business segments expected to benefit from these themes, before they are fully recognised by the market.