INGIM’s Investment Approach

INGIM’s investment philosophy maintains that markets have inefficiencies and active portfolio management should generate superior long-term investment returns. INGIM aims to deliver consistently attractive returns for investors over the long term at acceptable levels of risk.

INGIM’s investment processes are built on robust, fundamental beliefs which utilize superior sources of research and analysis from across the globe. Furthermore, INGIM’s information management systems are based on proprietary technology.

Japan Equity

INGIM’s Japanese equities investment process is designed to deliver consistently above-benchmark returns over the medium to long term, while controlling risk. INGIM seeks to identify stocks that are likely to deliver above average earnings growth in the foreseeable future and are also attractively priced relative to the market. This style of investing is often referred to as ‘Growth At a Reasonable Price’ (GARP).

INGIM’s team of highly experienced analysts undertakes comprehensive ongoing research to assess the earnings prospects and relative valuations of the stocks in its investment universe. INGIM’s analysts assess each company’s competitive position and the relative attractiveness of the industry in which it operates. Quantitative and qualitative assessments for each company are combined in an overall company score, which is a primary input into INGIM’s portfolio construction process. Other inputs to this process include stock liquidity constraints, constraints on the size of individual stock positions and corporate/market activity considerations.

We offer 2 Japanese equity investment strategies: Large Cap and Small & Mid Cap

Large Cap

This is an actively managed strategy that incorporates a quantitative stock selection model to manage a diversified portfolio of Japanese equities. The portfolio typically holds 80-100 stocks and runs a tracking error of 3-6%. The level of risk is controlled through strict guidelines on the weights of individual stocks and sectors. The objective is to outperform the MSCI Japan Index.

Small & Mid Cap

This is an actively managed strategy that incorporates a quantitative stock screening process to manage a diversified portfolio of Japanese small & mid cap equities.The level of risk is controlled through guidelines on the weights of individual stocks and sectors.