Best Fund Provider Japan Equity
Nomura Asset Management
Best Fund Provider – Japan Equity
Yoshihiro Miyazaki, CMA
lead portfolio manager of the Nomura Japan Strategic Value Fund
“Nomura is honoured to be named Asian Private Banker’s Best Fund Provider – Japan Equity. This award is a testament not only to the investment team’s experience and proven process that has allowed us to navigate difficult markets, but also to the firm’s dedication to its home market Japan, with over 30 research professionals covering the asset class.”
Nomura Asset Management has been named Best Fund Provider – Japan Equity for the success of its Japan Strategic Value fund.
Launched in July 2000, the 100% bottom-up stock picking strategy has consistently provided returns of over 4% per year in excess of the reference benchmark TOPIX. It has done so by identifying competitive and attractively valued companies with sound long-term fundamentals, which are being neglected or underappreciated by the market in the shorter term.
The strategy’s focus on value stocks — such as financials and commodity-related companies — benefited from value tailwinds throughout 2022. A shift to defensive, domestic demand related stocks, including adding to more traditionally quality growth stocks — such as drug maker Daiichi Sankyo and discount store operator Pan Pacific International — after significant share price adjustment made valuations attractive early on in the year, boosted the fund’s performance amidst concerns over the global economy later on in the year and led to a relatively resilient performance during the strong growth rebound over the summer.
The Japan Strategic Value fund is managed by a team of four portfolio managers with complementary skill sets and expertise. The lead portfolio manager Yoshihiro Miyazaki has been with the firm for over 27 years.
The investment team is supported by 30 research professionals dedicated to Japan Equity, including 19 sector analysts and 11 ESG specialists. The analyst team currently covers approximately 670 stocks.
The value-added services which Nomura Asset Management provides to private banking clients include quarterly teleconferences on fund performance updates, key allocation changes and trades, investment views, and market outlook.
Nomura Asset Management wins Best Fund Provider – Japan Equity in Asian Private Banker’s 2023 Asset Management Awards for Excellence.
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