3 year performance
Henderson Horizon Japanese Smaller Companies has been run by Yun-Young Lee since its inception in 2006. The fund invests in shares of Japanese smaller companies that are undervalued and have greater potential to rise in price over the long term than is reflected in the market.
The Bermuda-domiciled Orbis Japan Equity Fund does not carry a Morningstar Analyst rating. However, its sister fund Orbis Sicav Japan Equity (Yen) fund has a rating of Silver. William Gray, president and chief investment officer of Orbis, is the fund’s designated manager, although the strategy has been managed since inception by Orbis’ investment team. The focus on good-quality, undervalued companies results in below-average risk and a lower downside capture ratio compared with peers.
Atlantis Japan Opportunities invests in undervalued growth firms across the market-cap range, including some cyclical growth companies that do well over the longer term and that look cheap in terms of valuation. The fund is advised by Atlantis Investment Research Corporation, a Japanese equities boutique based in Tokyo, which is independent and has no ownership links with Atlantis Investment Management. The manager is Taeko Setaishi, who joined Atlantis in 1996.
