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
Keita Kubota
Kei Okamura
Hiroaki Misawa
Zui Shiromoto
Overview
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
4
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.
WATCH NOW
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.
Related Content
CIO Weekly Perspectives | September 2024
Why Japan Bounced Back
- A huge market shock and a prime Minister heading for the exit—does any of what happened in August affect the long-term investment story for Japan?
Podcast | May 2024
The Wonders of Japan’s Economy
- (19:03) As things are looking brighter for Japan’s economy, what opportunities could be in store?
Insights | April 2024
Japan Enters a New Era
- We explore Japan’s revival, corporate reforms and where its equity opportunities may emerge next.