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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