Overview
Usonian Japan Value Creation Strategy seeks total return and measures its performance against the TOPIX Total Return Index (the “Index”) for performance comparison purposes. The Strategy employs a fundamental, value-oriented approach to invest in equities of Japanese companies and companies tied economically to Japan.
In managing the Strategy, the Usonian Japan Equity team follows a disciplined, bottom-up approach using fundamental research to identify equities that we believe are undervalued and profitable with high quality balance sheets. The team spends considerable time developing a high level of knowledge about our companies and focusing on downside risk. Additionally, as long-term investors, we engage collaboratively with corporate management to unlock shareholder value.
Facts
Performance
Documents
Literature
Commentary & Attribution
Commentary Quarterly | Download | |
Attribution - Monthly | Download | |
Attribution - YTD | Download | |
Download All | Download |
Risks
Risks associated with investing in the Strategy may include Market Risk - Equities, Management and Operational Risk, Focused Investment Risk, Non-U.S. Investment Risk, and Currency Risk.