SPARX Asset Management

Asia Equity Japan Asia Focus Strategy

Description: Invest in great businesses in Japan + Asia with a unified approach

  • With the tight economic relationship between Japan and the rest of Asia, a unified approach researching the whole region can avoid duplication of exposure
  • Invest in businesses with strong competitive advantage and run by management who allocate capital rationally
  • Identify "attractive businesses" based on rigorous fundamental bottom-up research and pick the best from Japan + Asia

Key Features:

  • Pick the best from Japan + Asia through a unified approach
  • A concentrated portfolio of 25-35 names
  • Look for long-term compounders
  • Mid/large cap tilt
  • Note: The above is for illustrative purposes only and should not be relied upon when making investment decisions. The above may not be applicable to all investment cases.
  • Source: SPARX Asset Management Co., Ltd.