To outperform the market you need to do things differently to the market. Japan's smaller companies universe is prime territory for valuation driven stock pickers. There are plenty of unexpected opportunities if you are willing to avoid the herd, let cheap share prices lead you to ideas, diligently confirm that value exists and if necessary patiently wait for value to be realised.
Portfolio Manager, Max Godwin, will introduce Eastspring’s team based approach and describe how it captures the most mispriced opportunities. Max will focus on Eastspring’s investment edge which is informed by our valuation driven philosophy and exploits significant price opportunities that result from behavioural influences on the market. Max will also address the key reasons why Japan Smaller Companies is an attractive investment universe today.
•Japan is attractively valued compared to other major markets
•Japan's improving trend fundamentals are not yet priced by the market
•Japan Smaller Companies wide investment universe has ample mispriced and undiscovered opportunities to exploit
•Our differentiated approach focuses on what matters most - our discipline around price and valuation enables us to identify the best investment opportunities
•The team's long term strong performance track record is our proof statement