UniversalSelect:
Sompo
Value Investing meets Japanese Small Caps
Sompo Asset Management Co. Ltd is one of the leading asset managers for Japanese Small Cap Equities and has extensive expertise in value investing. The investment team identifies investment opportunities by assessing discrepancies between the market price and the true intrinsic value of a stock, taking into account catalysts that could lead to a resolution of the undervaluation.
In the latest edition of UniversalSelect, we present our fund partner from Japan. In an interview, portfolio manager Shigeyoshi Fujiwara introduces Sompo's value investment approach and explains how the investment team works.
An independent fund analysis rounds off the edition, offering insights into the investment process and providing all the key facts about the fund.
Interview
In this interview, we discuss why Japan is emerging as an increasingly promising candidate for long-term gains in turbulent times. You will also learn how Sompo's investment team uses a long-proven, proprietary analysis model to identify undervalued Japanese stocks and exploit long-term opportunities.Fund analysis
In its fund analysis, FondsConsult takes a close look at Sompo's Japan Value Equity Small Cap Strategy. First introduced in 2007, the strategyfocuses on Japanese small caps listed in the fund's benchmark, the Russell/Nomura Small Cap Index. The analysis also highlights the disciplined, value-driven, bottom-up approach characterised by a value orientation.
