JEF - ガバナンス・フォー・オーナーズ・ジャパン株式会社
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 March 2012 we launched TMAM-GO Japan Engagement Fund (JEF), a UK LP.
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.
In March 2017 we celebrated JEF’s 5th anniversary with a strong track record of outperformance – something we are incredibly proud of. To watch our video celebrating our 5 year journey, please click here.
In January 2018, we launched a Cayman Islands Master/Feeder fund. If you would like to find out more about JEF, please call us on +44 (0)20 7596 2900 or to send us a message to email@example.com