Overview
The strategy aims to generate long term capital growth by investing predominantly in micro cap stocks, which are often overseen by institutional investors. Its investment process focuses on “long-term growth potential “and “change in earnings trend”. An intensive, bottom-up fundamental research strategy which provides an optimal portfolio of Japanese small cap stocks.
Manager and Analysts
Satoshi Marui has been managing the Japan Small Cap Strategy since its inception in 2005. As Chief Portfolio Manager dedicated to this strategy, he is responsible for the direct management of the fund, and also covers the Service, Information & Communication and Real Estate sectors.
Satoshi Marui has been managing the Japan Small Cap Strategy since its inception in 2005. As Chief Portfolio Manager dedicated to this strategy, he is responsible for the direct management of the fund, and also covers the Service, Information & Communication and Real Estate sectors.
Satoshi was promoted to Portfolio Manager of Japanese Equities after gaining experience as Risk Manager of Japanese equities and Fixed Income Portfolio Manager. He has been with the firm since graduating from Osaka Prefectural University in 1988 with a BSc in economics. He is a Certified Member of the Securities Analysts Association of Japan.