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.
Xiaoqing (Serene) Yang