Japanese Small Cap Equity Strategy. Introduction to the Characteristics and Investment Process
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1 Japanese Small Cap Equity Strategy Introduction to the Characteristics and Investment Process June 2013
2 Portfolio Manager of the Strategy Hiromitsu Daimon, CMA, CIIA, Senior Portfolio Manager 2013 Team Leader of Japan Small Cap Team (from July 1st) 2006 Senior Portfolio Manager 2003 Portfolio Manager, Small/Mid Cap Investment Trust Team, Equity Investment Dept Portfolio Manager, Institutional Clients Investment Dept Analyst, Corporate Research Dept Trader, Equity Trading Dept 1992 Joined NAM, Assistant Marketing Executive, Product Services Dept MBA, Hitotsubashi University 1992 B.A. in Economics, Chuo University Source: NAM Tokyo as of June
3 Supporting Portfolio Manager of the Strategy Makoto Ito, CMA, Portfolio Manager 2008 Portfolio Manager, Equity Investment Dept Analyst, Corporate Research Dept., Nomura Asset Management Co., Ltd M.S. in Science, Tokyo University Joined Mitsubishi UFJ Asset Management Co., Ltd. (predecessor UFJ Partners Asset Management Co., Ltd.) Source: NAM Tokyo as of June
4 Our Philosophy The markets are not fully efficient The Japanese small equity market is especially inefficient because The lack of sell-side coverage. So little information is available. Only so much research is done by investors Valuation anomalies exist and can be exploited through active management 3
5 Our Approach To combine Quantitative and Qualitative Assessment, through a bottom up approach Perform extensive fundamental research to identify stocks which hold potential Focus on fundamental strength and improvement potential Examples: Niche top, Greater market share, Premium redemption to shareholders, or Growth, etc. 4
6 Investment Process ( Outline ) Investment Universe Around 3400 stocks Mainly,Russell/Nomura Small Cap 1100 Screening Quantitative Approach (by Value Indicators) Universe stocks Universe stocks PER, PBR, PCFR, etc. Fundamental Research done from Financial analysis & Company Visits Niche top Greater market share Premium redemption to shareholders, Growth, etc. Portfolio Adjustment on Exposure by Expected return & conviction, Liquidity, or Macro/Market Environment, etc. 5
7 Investment Process (Step 1) Universe 1 Investment Universe is Around 3400 stocks Mainly, Russell/Nomura Small Cap 1100 Quantitative Screening by Value Indicators P/B ratio OR P/E ratio OR PCFR OR Dividend Yield OR EV/EBITDA Combined Universe Universe stocks 6
8 Investment Process (Step 2) Universe 2 Universe stocks Fundamental Research (Financial analysis & Company Visits) Greater market share Niche top How Shareholder Value is provided moreover Growth etc. Realize Shareholder Value Universe stocks 7
9 Investment Process (Step 3) Portfolio Universe stocks Exposure Liquidity Expected return and conviction or Macro and Market Environment Optimizing Portfolio 8
10 Research Staff - Equity Research / Japan Name Title Years of Experience Investment and Research with NAM Yasukazu Nakaguma, CMA Managing Director Sector Analyst MATERIAL TEAM (3) Mitsuhiro Kimura, CMA Senior Analyst Tsuyoshi Taniguchi Senior Analyst Akio Ohata, CMA Senior Analyst 15 8 ASSEMBLY TEAM (6) Shigeru Aiba, CMA Senior Analyst Mitsuhiro Iso, CMA Senior Analyst Yoshinori Eguchi, CMA Senior Analyst 14 9 Toshihisa Gamou, CMA Analyst 8 9 Kosuke Shiotsuki, CMA Assistant Analyst 2 5 Yunfei Zheng Assistant Analyst 1 1 CONSUMER TEAM (5) Eiji Ko, CMA Senior Analyst Yoshiyuki Inagaki, CMA Senior Analyst Kohei Oba, CMA Analyst 7 2 Yuta Amaike, CMA, CFA Assistant Analyst 6 6 Ying Lu, CMA Assistant Analyst 4 4 Name Title Years of Experience Investment and Research with NAM INFRASTRUCTURE TEAM (4) Hideichiro Nishimura, CMA Senior Analyst Makoto Murahashi Senior Analyst 23 6 Hidetsugu Hara, CMA Senior Analyst 17 9 Eiji Sakimura, CMA Analyst 12 6 Small-cap Analyst SMALL-CAP TEAM (3) Tomohiko Kinugawa, CMA Senior Analyst Yuta Sakurai, CMA Senior Analyst 18 <1 Go Tabata, CMA Senior Analyst Corporate Governance Specialist Hideaki Takamoto, CMA Senior Analyst Naoki Iwata, CMA Senior Analyst Yoshitsugu Tanaka, CMA Analyst Tomoko Yamaguchi, CMA Assistant Analyst 3 22 As of April 1, 2013 not be copied, re-distributed or reproduced in whole or in part without the prior written approval of Nomura Asset Management Co., Ltd. 9
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