MUFG; Japanese Equities - Mitsubishi UFJ Asset Management (UK) Ltd.

Our heritage is Japanese Equities. Our Tokyo based teams conduct meticulous and rigorous on-the-ground research, which enables us to provide unique insights into economic trends, undervalued assets and access to a differentiated pool of investment opportunities.

Japan Value Creation

Overview:

A high conviction approach to company valuation that adopts a differentiated valuation methodology to fully appraise intrinsic value and leads to differentiated outcomes vs traditional value managers. The team engage closely with company management, including agreement on KPIs to unlock company value through greater balance sheet efficiency, shareholder disclosure and future corporate strategy.

Japan Focus Growth

Overview:

High conviction, low turnover, fundamental approach that invests in 25-30 high quality names with strong, sustainable earnings growth potential. The team engage closely with company management in order to improve capital efficiency and multiple expansion.

Japan Positive Leaders

Overview:

High Conviction, strategy that invests in ESG screened companies with consistent earnings growth potential. The portfolio management team engage closely with company management team on ESG matters and improving capital efficiency.

Japan Small and Mid Cap

Overview:

Bottom up, thematic approach that covers 20 themes with long established team and process. The team aim to uncover Mid and Small Cap names with a niche market or competitive edge and includes deep analysis of industry supply chains. Local, Japanese speaking team with the ability to uncover names not covered by analysts. Investment at the early stage of the company lifecycle with market cap ranging between $1bn and $4bn.

Japan Small Cap

Overview:

Bottom up, thematic approach that covers 20 themes with long established team and process. The team aim to uncover Small Cap names with a niche market or competitive edge and includes deep analysis of industry supply chains. Local, Japanese speaking team with the ability to uncover names not covered by analysts. Investment at the early stage of the company lifecycle with market cap ranging between $200m and $1bn.

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Japanese Equities

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