Investment Strategies

ValueInvest Asset Management has a long history of managing Global equities and Japanese equities according to its unique, disciplined, and value-oriented investment process based on fundamental bottom up stock picking.

 

ValueInvest AM Global

The ValueInvest Asset Management Global strategy is designed with the aim to produce attractive risk-adjusted long-term returns by investing in understandable businesses with mispriced earnings power. The portfolios are primarily invested in global large cap equities listed in developed countries. The portfolios consist exclusively of companies which have been positively identified in the investment process and are managed free of benchmark constraints. The investment strategy excludes derivatives, currency hedging, and leverage. Typically, cash positions are kept below two percent.


ValueInvest AM Japan

The ValueInvest Asset Management Japan strategy is designed with the aim to produce attractive risk-adjusted long-term returns by investing in understandable businesses with mispriced earnings power. The portfolios are primarily invested in Japanese large cap equities listed in Japan. The portfolios consist exclusively of companies which have been positively identified in the investment process and are managed free of benchmark constraints. The investment strategy excludes derivatives, currency hedging, and leverage. Typically, cash positions are kept below two percent.