EI Sturdza Investment Funds has launched a Japanese equity product in partnership with Tokyo-based Rheos Capital Works.
The EI Sturdza Strategic Japan Opportunities Fund is managed by “industry heavyweight” Mitsuhiro Yuasa, a co-founder of Rheos, which acts as investment adviser to the fund.
Yuasa will invest in high performing Japanese growth companies, regardless of size, and aims to outperform the Topix TR Index (JPY) over the long term.
El Sturdza, which is based in London, says that in the current macro-economic environment of comparatively high US interest rates and a strong US dollar, the Japanese equity market is well positioned for improved earnings expectations and extremely low long-term domestic bond yields.
The portfolio team uses a ‘bottom-up’ approach, combined with a macroeconomic overlay.
The Ucits-regulated fund is domiciled in Dublin.
Rheos manages about $2 billion (€1.8 billion) of assets.
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