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Columbia Threadneedle launches a new Japanese equity fund
Investment Funds

Columbia Threadneedle launches a new Japanese equity fund

The strategy relies both on the manager’s fundamental analysis and on quantitative, ESG and macroeconomic evaluation frameworks.
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13 MAR, 2024

By Jose Luis Palmer from RankiaPro Europe

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Columbia Threadneedle Investments has announced today the launch of the fund CT (Lux) Japan Equities, classified as article 8 according to the European SFDR regulation and available for European investors.

The fund is managed by Daisuke Nomoto, Global Head of Japanese Equities. Nomoto brings 30 years of experience and leads a team of five portfolio managers with an average of 20 years of investment experience.

How the CT (Lux) Japan Equities fund invests

The fund aims to generate alpha through stock selection across the entire spectrum of different market capitalizations. This launch allows European investors to benefit from Daisuke's strong track record, who has been managing Japanese equity strategies for over ten years.

The investment strategy of CT (Lux) Japan Equities relies both on the manager's fundamental analysis and on quantitative, ESG and macroeconomic evaluation frameworks. Since the creation of the strategy, alpha generation mainly comes from stock selection, which confirms the effectiveness of our bottom-up selection approach.

The CT (Lux) Japan Equities fund is the latest fund to join the equity range of Columbia Threadneedle. The strategy has a 'core' investment style with a bias towards quality and favors companies with a high or increasing return on invested capital (ROI).

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The Japanese corporate model has evolved over the last ten years, and companies are now focusing on returns for investors and capital efficiency. In 2021, Japan offered a dividend yield above the global average. Companies are investing their cash surpluses in human capital, research and development, which translates into both organic and non-organic investment opportunities. They are also increasingly focusing on returns for investors and capital efficiency, and many of them are improving their share buyback and dividend programs. In the current inflationary context, this increased corporate activity should represent a positive catalyst for the future.

Daisuke Nomoto, Portfolio Manager of the CT (Lux) Japan Equities fund
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We have recently observed a strong appetite for our Japanese strategy in our OEIC fund. Given the favorable environment for Japanese equities, I am convinced that this is the right time to expand the strategy led by Daisuke Nomoto to our SICAV offering to meet the demand of our European and Asian clients. Daisuke launched his strategy in 2012 and now leads a Japanese equity team of five members spread between Boston and London; his team has remained intact over the years, which provides great stability and consistency to the solid track record of his investment process.

Michaela Collet Jackson, Global Head of Distribution for the EMEA region at Columbia Threadneedle Investments
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