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Japan Equity Engagement Strategy

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Institutional Strategy > Equities > Japan Equity Engagement Strategy

Japan Equity Engagement Strategy

Seeking to create value through rigorous engagement activities

  • We believe an abundance of undervalued companies in a highly inefficient market poses an attractive investment opportunity as well as potential to generate alpha through stock selection.
  • High-quality companies positioned for sustainable growth have the potential to outperform over the longer term.
  • Japanese companies have ample room to improve ESG factors: a rigorous engagement approach toward selected “open-minded” companies can create significant shareholder value over time.

Overview


Concentrated Small Cap Portfolio

Quality Screen

ESG Engagement



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.

Keita Kubota
Managing Director
2 Years with Neuberger Berman
Naoto Saito
Senior Vice President
2 Years with Neuberger Berman
Kei Okamura
Director of Japan Investment Stewardship
1 Year 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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