We believe that companies with actively involved share owners perform better over the long-term. We also believe that in Japan a constructive and culturally sensitive “Japanese way” of engaging is much more effective over the long-term than a more aggressive, short-term approach.

 

In November 2008, GO entered into a joint venture with Tokio Marine Asset Management (TMAM), one of the largest Japanese asset managers in the pension market, to develop investment and engagement products for institutional investors.

 

In 2012 we launched the TMAM-GO Japan Engagement Fund (JEF).

JEF is a constructive engagement equity fund that invests in small and mid-cap Japanese companies. The fund’s investment objective is to generate superior, long-term returns by investing in under-valued publicly listed companies that have strong core businesses. We work with management and the board to create shareholder value. The portfolio consists of ten to fifteen highly concentrated, high conviction, long only equity investments.

Further information about TMAM can be found on their website.