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The Japan Essential Value strategy

The Japan Essential Value strategy offers a pure exposure to the Japanese large cap equity market.

Its objective is to outperform the Topix index (with dividends reinvested) through an active management based on stock selection and fundamental analysis.

Investment ideas are pre-selected by a quantitative screening tool from a universe of c.250 large, liquid, well-covered stocks.

They are then extensively reviewed by our investment professionals, to understand their operating environment, their activity, their strategy, their business ethics, their financial situation and, ultimately, their outlook. This research is reviewed during committees, and leads to final decisions on each idea.

Based on extensive research about the Japanese market’s behavior over decades of historical data, the Japan Essential Value strategy has a Core Value (or “market-oriented with a Value bias”) investment style: the majority of the portfolio is always invested in companies that can be deemed undervalued, but the proportions may vary with the backdrop.

Graphene Investments does not have a UCITS fund managed according to the Japan Essential Value strategy for the moment. However, the target portfolio is ready and we keep monitoring and adjusting it as needed. We would thus be able to start managing a fund within a short timeframe. Don’t hesitate to contact us to learn more.



This website is for information purposes only, and is not meant to be used for transactions. Information is provided only as an indication, and does not have any binding character. It contains descriptions of Graphene Investments’ philosophy and portfolio management methods. It is designed for investors whose knowledge and experience are sufficient to fully understand that information, and particularly the risks involved in the various strategies.

For this reason, you should not continue your navigation on this website if you are not a professional investor, as defined by applicable regulations, and particularly the French “Code Monétaire et Financier” and the MIF Directive. If necessary, please get confirmation of your status from an advisor of your choice. Please also note that some of Graphene Investments’ products and services may not be available to all types of investors in all countries, and that applicable taxes depend on each investor’s specific situation.

By selecting “Continue”, you certify that you are a professional investor and agree on the terms of use.

Ce site, à but strictement informatif, n’est pas un site transactionnel. Les informations y sont fournies à titre exclusivement indicatif, et n’ont pas de valeur contractuelle. Il présente la philosophie et les méthodes de gestion de Graphene Investments. Il s’adresse à des investisseurs possédant une connaissance et une expérience suffisantes pour interpréter correctement l’information fournie, et notamment les risques liés aux stratégies présentées.

Pour cette raison, nous vous invitons à ne poursuivre votre navigation sur ce site que si vous êtes un investisseur professionnel au sens de la réglementation en vigueur, et notamment des dispositions du Code Monétaire et Financier et de la Directive MIF. En cas de doute, il convient de vous renseigner préalablement auprès du conseiller de votre choix. L’accès aux produits et services proposés par Graphene Investments peut faire l’objet de restrictions à l’égard de certaines personnes ou de certains pays, et le traitement fiscal dépend de la situation de chacun.

En cliquant “Continuer”, vous certifiez être un investisseur professionnel et accepter les conditions d’utilisation.