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UK Firm Debuts Japan-Focused Fund

Eliane Chavagnon

7 April 2017

has partnered with Rheos Capital to launch a Dublin-domiciled fund that invests in Japan’s small and mid-cap equity sectors.

The EI Sturdza Strategic Japan Opportunities Fund is managed by Mitsuhiro Yuasa and Hideto Fujino, co-founders of Tokyo-based Rheos Capital Works, investment advisor to the fund.

It will invest in high-performing Japanese institutions and seeks to outperform the TOPIX TR Index (JPY) over the long term.

In the current macroeconomic environment of comparatively high US interest rates and a strong US dollar, El Sturdza believes the Japanese equity market is “well positioned for improved earnings expectations and extremely low long-term domestic bond yields”.

“We have been searching and investing in such companies in the Japanese markets for the last 14 years and still see a lot of potential growth companies in Japan offering compelling investment opportunities,” Yuasa said.

He added: “Based on a strong government, both the private and public sectors are eager to grow financially, backed by policies which the government implemented over the last few years.”