Japan Active Engagement

Japan is the world’s third largest economy and its corporate landscape is undergoing dramatic change. Through our joint venture with Tokyo-based Nissay Asset Management (NAM) we invest in a small number of selected Japanese companies that are not valued to their full potential due to factors we see as reparable. We then act as the catalyst for the change required to unlock value.

AUM
$596.8M
Source: RWC partners, 31st March 2021
Team Members
2 RWC, 20 NAM
Source: RWC partners, 31st March 2021
Number of Funds
2
Source: RWC partners, 31st March 2021

Japan - Where’s the Dynamism?

Japan Active Engagement

Focus on fundamentally sound companies. The team will only invest in a position when it has identified significant upside potential through active change management
Constructive shareholder engagement. By working with investee boards diplomatically and sensitively to increase their companies’ value and improve shareholder returns, as opposed to employing more aggressive activist tactics.

Team

The team has honed its approach over the past decade, utilising outside advisors as well as the 20-strong NAM analyst team to generate ideas. The team includes Japanese and London-based advisors, all of whom have extensive knowledge of change management and long-standing senior contacts at Japanese companies.

Yasuaki Kinoshita
Yasuaki Kinoshita

Yasuaki has been responsible for the strategy since March 2008 (he also sits on the investment committee) and has over 19 years' investment experience.

Nicola Takada Wood
Nicola Takada Wood

Nicola joined the team in September 2018 with almost 15 years’ experience in Japanese equities, and a background spanning Japan and the UK.

Michael Connors
Michael Connors

He was also a founding director of Trust Associates Limited, advising and assisting the directors of investment trust companies on corporate governance issues.

Koji Nakatani
Koji Nakatani

Koji is the main source of investment prospect ideas, and works closely with the 20-strong Nissay Asset Management analyst team

Shinsuke Takarada
Shinsuke Takarada

Shinsuke supports Yasuaki Kinoshita in day-to-day portfolio management, including position oversight and management, client reporting, stock research and engagement with portfolio companies

Ready to start talking?

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