Matthews Asia is seeking to profit from profound change in Japan with the launch of a new fund.
The Matthews Japan fund, run by Kenichi Amaki, has the flexibility to invest across the whole market cap spectrum in Japan, particularly companies that can benefit from improvements in corporate governance and the domestic growth outlook.
The strategy will replicate that of the existing Matthews Japan fund, which has been available in the US since 1998.
Amaki said: ‘Japan has been seen by many investors as a large-cap value market over the past 15 years, but we view Japan as a long-term, core investment opportunity and, as such, we invest across the market-cap spectrum.
‘The portfolio includes lesser-known small-cap companies with strong and sustainable growing domestic businesses relative to many large-cap peers. We also look at Japan in a regional context, paying particular attention to firms that are poised to benefit from the rising income levels in the region and that are tied into the growth of the Asian household…
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The Board Director Training Institute (BDTI) is a "public interest" nonprofit in Japan dedicated to training about directorship, corporate governance, and related management techniques. It is certified by the Japanese government to conduct these activities as a regulated nonprofit. Read a summary about BDTI here, and see a menu of its services for both corporations and investors here.