| Asset Group | Asset Sub-Group | Investment Category |
| Equities | Japanese equities | Smaller company |
The investment team consists of ten professionals of which six are investment managers. Every team member contributes ideas to the Shin Nippon portfolio, however, Praveen Kumar has been the designated manager and decision maker on the fund since December 2015 and has been part of the Japan team since 2011. The investment approach focuses on identifying high-growth companies and holding them for the long term to benefit from compounding growth. The portfolio manager aims to invest in financially secure and growing businesses that enjoy durable long-term competitive advantages and are managed by trustworthy management teams. High earnings and sales growth are targeted, and this is expected to drive price performance over time. The resultant portfolio is relatively diversified, typically with 60-70 stocks and the fund has a clear small-cap bias compared to the benchmark (MSCI Japan Small Cap Index). The disappointing performance experienced over 2021 and 2022 is related to the investment style and followed a prolonged period of outperformance from the fund. Opinion March 2024 | ||
Risk warnings
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