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Japan Equity Engagement Strategy

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Institutional Strategy > Equities > Japan Equity Engagement Strategy

Japan Equity Engagement Strategy

Seeks to outperform the benchmark by investing in high-quality SMID-cap Japanese equity holdings we believe are “hidden gems”, and to support their sustainable growth through engagement of financially material issues.

  • Inefficient and Undervalued Market Provides Opportunities
    Japan is a highly inefficient market with undervalued and under-researched opportunities, with SMID-cap companies' prospects for long-term value creation often overlooked
  • Proprietary Scoring Process to Find “Hidden Gem” Companies
    Our unique proprietary scoring model based on fundamentals, valuation, ESG and engagement potential aims to identify “hidden gem” companies
  • Shareholder Value Creation through Engagement
    We engage companies on financially material issues such as capital management and ESG, corporate governance and sustainability topics to help companies achieve long-term sustainable growth


Overview

Concentrated SMID Cap Portfolio

Quality Screen

Engagement On Financially Material Issues







Investment Process

Investment Process

This material is intended as a broad overview of the portfolio managers’ current style, philosophy and process and is subject to change without notice. Portfolio managers' views may differ from those of other portfolio managers as well as the views of Neuberger Berman.

Management Team

Keita Kubota
Portfolio Manager
18 Years of Industry Experience
4 Years with Neuberger Berman
Kei Okamura
Portfolio Manager
14 Years of Industry Experience
3 Years with Neuberger Berman
Hiroaki Misawa
Portfolio Manager
9 Years of Industry Experience
2 Years with Neuberger Berman
Zui Shiromoto
Portfolio Manager
9 Years of Industry Experience
2 Years with Neuberger Berman

Insight

Integrating SASB Standards into Japan Equity Investing
Kei Okamura, Director of Japan Investment Stewardship, shares his contribution to Sustainability Accounting Standards Board’s ESG Integration Insights.

In this report, Kei introduces how the NB Japan Equity team integrates SASB’s materiality framework into our investment decision making. He also uses a case study to explain how financial materiality plays an integral role in identifying companies that he believes are potential “Hidden Gems” in Japan’s small- and mid-cap market.
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