About Us
We are a Singapore-based fund manager investing in Japanese equities with a long-only, engagement strategy. We proactively engage with our portfolio companies and, as committed shareholders, work to create long-term value for the companies, all stakeholders, and shareholders.
The Role
We are seeking a senior Japanese equities analyst to help manage a Japanese equity portfolio. This senior role combines fundamental research and active engagement responsibilities. The ideal candidate is an experienced investor with a proven track record in long-only Japanese equities, demonstrated commitment to value investing and shareholder engagement principles, as well as significant experience in interacting with the management teams of listed Japanese companies.
Key Responsibilities
* Manage long-only Japanese equity portfolio positions in line with the firm’s engagement-focused investment philosophy.
* Identify companies trading below intrinsic value and develop investment strategies.
* Monitor portfolio position performance, risk, and compliance with internal and regulatory guidelines.
* Regularly visit Japanese portfolio companies to engage with management and facilitate shareholder discussions to support positive, value-enhancing change.
Requirements
* 15-20+ years of experience managing Japanese equity portfolios or as a Japanese equities analyst.
* Strong fundamental research skills with demonstrated ability to identify undervalued companies and develop an engagement agenda
* Deep knowledge of Japanese corporate governance, accounting, market structures, and culture.
* Licensed certification from the Securities Analysts Association of Japan and CFA charter holders are highly desirable.
* Fluency in business level Japanese is mandatory, with fluency in English a big plus.
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