Asset Management Awards for Excellence 2024 – Best Fund Provider – Japan Equity

Best Fund Provider Japan Equity

 

Goldman Sachs Asset Management

Best Fund Provider – Japan Equity

Ichiro Kosuge

lead portfolio manager and head of Japan equity, fundamental equity

“We are delighted and humbled to be recognised as the Best Fund Provider – Japan Equity by Asian Private Banker. We believe this acknowledges our long-term performance and our efforts to maximise returns for investors.

At Goldman Sachs Asset Management, we aim to identify high quality companies with strong growth prospects available at attractive valuations. Beyond benefitting from a supportive macroeconomic backdrop, we focus on creating a differentiated portfolio with exposure to structural global themes, including AI, digital commerce, advanced healthcare, energy efficiency and automation, to name a few.

With over 35 years of successful investing in Japanese equities, we remain committed to enhancing capital appreciation for our invested clients.”

Winnersrationale

“In recent years, Goldman Sachs Japan Equity Fund has received strong net cash inflows which have primarily been driven by leading private bank distributors,” said Twinkle Sparta, associate editor, Asian Private Banker.

““The fund is actively managed and research-driven and invests primarily in equities of Japanese companies. While the fund seeks longer-term capital appreciation in 3-5 years through selective exposure to 25 to 40 stocks, and seeks capital appreciation over 1-3 years by investing in a broad range of investment ideas.”

“The Japan equity strategy is managed by a dedicated Tokyo-based team which is led by Ichiro Kosuge, head of Japan Fundamental Equity, with 32 years of investment experience, and comprises six other members.”

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Asset Management Awards for Excellence 2019 – BEST FUND PROVIDER – JAPAN EQUITY

Best Fund Provider Japan Equity

 

J.P. Morgan Asset Management

BEST FUND PROVIDER – JAPAN EQUITY

Nicholas Weindling

portfolio manager, managing director, Emerging Markets and Asia Pacific (EMAP) Equities, J.P. Morgan Asset Management

“J.P. Morgan Asset Management’s Japan Equity team is honoured to be presented this award. The award is a true testament to our team and the firm’s longstanding commitment to investing in Japan, which will celebrate its 50th anniversary in 2019. We would also like to thank our private bank and wealth partners in contributing to our success and recognition.

Based primarily in Tokyo, our team has a depth of experience in Japan equities investment, and also enjoys access to JPMAM’s unrivalled resources globally. We have been managing a Japan strategy since 1969 and the team has an average of 13 years’ experience with the firm and 18 years’ experience in the industry. This extensive experience and deep heritage in the Japanese market helps us identify the long- term winners for tomorrow.

Japan remains an inefficient market, and we can find many attractive investment opportunities, especially in the under-researched mid-to-small cap space. We are not bound by the benchmark, taking an unconstrained investment approach to focus on the best investment ideas in Japan to add value for client portfolios.”

Winners rationale

As Japan’s market continues to reveal inefficiencies, J.P. Morgan Asset Management has distinguished itself through its acumen for recognising and targeting high potential investment opportunities, particularly those flying under the radar in the under-researched small- and mid-cap segments.

Wielding the prowess of nearly half a century’s investment experience in Japanese equities, the asset manager’s on-the-ground investment team in the export-reliant country has been managing a host of multi-cap and small-cap mandates, with 13 private banks possessing existing holdings in its Japan equity strategies.

Showcasing the asset manager’s rich expertise in Japan, the flagship JPMorgan Funds – Japan Equity Fund was highlighted by the region’s gatekeepers for its superior outperformance. Over one-, two-, three-, five-, and ten-year periods, the fund has delivered exemplary returns of 23.1%, 33.0%, 57.6%, 56.2%, and 102.2%, respectively. And in spite of Japan’s increasing exposure to global risks, the fund’s consistent delivery has led to it doubling in size to US$5 billion over the past year.

Managed with an unconstrained approach, the fund homes in on the best equity investment ideas in the world’s third-largest economy to yield high alpha while offering a fresh perspective by adopting a growth and quality approach that capitalises on Japan’s structural transformation under Abenomics.

Buttressing the asset manager’s sustained outperformance is the comprehensive investment research that J.P. Morgan conducts on the country. Every year, the fund’s portfolio managers leverage the firm’s global resources, conducting more than 2,000 company meetings annually and covering some 400 Japanese stocks.

In the run-up to its 50th anniversary of investing in Japan, J.P. Morgan Asset Management managed US$1.7 trillion of assets globally as at end-September 2018. Its winning combination of experienced management and time-tested strategies have not gone unnoticed by Asia’s private banking gatekeepers, who named it Asian Private Banker’s Best Fund Provider – Japan Equity of 2019.

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