Ken Kobayashi , Director of Investment, and Kenji Iwamoto, Director of Engagement, of the TMAM – GO Japan Engagement Fund (JEF), will visit Sweden and Finland this October. If you are an investor in these countries and would like to find out more about our flagship JEF funds, please contact our Marketing Partner Staffan Elmgren at firstname.lastname@example.org.
JEF is a constructive engagement fund that invests in small and mid-cap Japanese equities. The JEF’s investment objective is to generate superior, long-term returns by investing in publicly listed companies that have strong core businesses and potential for growth . We work with management and the board to create shareholder value. 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 acceptable Japanese way” of engaging is much more effective over the long-term than a more aggressive, short-term approach. The final portfolio is long-only and highly concentrated, consisting of ten to fifteen high conviction stocks.