The Japanese economy is back. After almost 30 years of disinflation, the Japanese economy has come roaring back into the spotlight. Supported by inflation, higher rates, increasing wages, tax and governance reforms and a shift in mentality from saving to spending, Japan has seen a resurgence in demand from the domestic and international market. As highlighted by Warren Buffet, there has been a perfect storm of geopolitical and corporate governance reforms making the Japanese stock market one of the best performers for years to come. By utilising a high conviction strategy, focused on large cap, growth orientated stocks, investors can benefit from holding cash generate companies well placed to outperform over the next decade. Supported by a dedicated team of analysts and portfolio managers, the Daiwa High Conviction Fund is a great way to gain exposure to the Japanese equity market.
Daiwa Asset Management Co Ltd. is one of the largest asset management firms in Japan. Founded in 1959 in Tokyo, today the firm has over $175bn in AUM, managing Equity, Fixed Income and Alternative assets on behalf of its clients in Asia and around the world. The company supports strategies which provide corroborating evidence with objectivity, valid explanation grounded in logical reasoning and demonstrating consistent replicability in future investments. In order to put them into practice, Daiwa comprehends the soundness of the investments, the mechanism and structure of financial markets and human behaviour. Daiwa was an original signatory to the United Nations Principles for Responsible Investing (PRIs) in 2006 and takes sustainability and ESG into its investment, stewardship and management of its people and businesses.
Kaname Sakata has been with Daiwa Asset Management since 2007. Mr Sakata is a Portfolio Manager for the High Conviction Equity Fund alongside Sei Matsui. He graduated from Chuo University with a degree in international business law. Mr Sakata has helped construct the main portfolio strategies for several Japan focused funds helping contribute to the funds’ performance and assist in research. Before becoming a PM in Tokyo, Mr Sakata worked for the Asian equity research team in Singapore. Mr Sakata focuses on bottom up research of large-cap growth stocks in Japan, taking into account sustainable FCF capability.
No Data Found
No Data Found
No Data Found
Head of Institutional Sales & Client Portfolio Management
(020) 7597 7172
michael.delefes@damel.co.uk
2023-2024 HISTORICAL FINDINGS
Asset Allocation – Alternatives
No Data Found
No Data Found
No Data Found
No Data Found
No Data Found
No Data Found
2023-2024 HISTORICAL FINDINGS
Asset Allocation – Fixed Income
No Data Found
No Data Found
No Data Found
No Data Found
No Data Found
No Data Found
No Data Found
No Data Found
No Data Found
No Data Found
2023-2024 HISTORICAL FINDINGS
Asset Allocation – Equities
No Data Found
No Data Found
No Data Found
No Data Found
No Data Found
No Data Found
No Data Found
No Data Found
2022-2023 HISTORICAL FINDINGS
Asset Allocation – Alternatives
No Data Found
No Data Found
No Data Found
No Data Found
No Data Found
No Data Found
2022-2023 HISTORICAL FINDINGS
Asset Allocation – Fixed Income
No Data Found
No Data Found
No Data Found
No Data Found
No Data Found
No Data Found
2022-2023 HISTORICAL FINDINGS
Asset Allocation – Equities
No Data Found
No Data Found
No Data Found
No Data Found
No Data Found
No Data Found
No Data Found
No Data Found
2022-2023 HISTORICAL FINDINGS
Asset Allocation – Fixed Income
No Data Found
No Data Found
No Data Found
No Data Found
No Data Found
No Data Found
No Data Found
No Data Found
2022-2023 HISTORICAL FINDINGS
Asset Allocation – Equities
No Data Found
No Data Found
No Data Found
No Data Found
No Data Found
No Data Found
2022-2023 HISTORICAL FINDINGS
Asset Allocation – Alternatives
No Data Found
No Data Found
No Data Found
No Data Found
No Data Found
No Data Found
2022-2023 HISTORICAL FINDINGS
Asset Allocation – Fixed Income
No Data Found
No Data Found
No Data Found
No Data Found
No Data Found
No Data Found
No Data Found
No Data Found
No Data Found
2022-2023 HISTORICAL FINDINGS
Asset Allocation – Equities
No Data Found
No Data Found
No Data Found
No Data Found
No Data Found
No Data Found
No Data Found
No Data Found
No Data Found
No Data Found
No Data Found
No Data Found
No Data Found
No Data Found
No Data Found
No Data Found
By clicking “Submit” I acknowledge I have read and agree to the Privacy Policy. Evenco will not share or sell your contact details with any third party sources.
By clicking “Submit” I acknowledge I have read and agree to the Privacy Policy. Evenco will not share or sell your contact details with any third party sources.
By clicking “Submit” I acknowledge I have read and agree to the Privacy Policy. Evenco will not share or sell your contact details with any third party sources.
By clicking “Submit” I acknowledge I have read and agree to the Privacy Policy. Evenco will not share or sell your contact details with any third party sources.
By clicking “Submit” I acknowledge I have read and agree to the Privacy Policy. Evenco will not share or sell your contact details with any third party sources.
The data controller is: Evenco International Limited, 1 Ropemaker Street, London, Greater London, England EC2Y 9HT.
Evenco International is an executive conference organiser for the asset management community.
Your privacy is important to us. Accordingly we are committed to handling the personal information of all those we engage with responsibly and in a way that meets the legal requirements of the countries in which we operate.
This privacy policy explains the basis on which any personal data we collect from you will be processed by us in relation to the following:
Conference registration.
Email Marketing.
Face-to-face meetings with our Research team.
Except for the above, we do not process or analyse your information in any other way, including disclosing your information with third parties, unless required to do so by law.
Conference registration
If you sign up to attend one of our conferences, we will ask you to provide your professional details – in order to determine your suitability to attend our conference and share with you all logistical information. We will use this information internally to communicate with you. We request the following: name, job title, business address, email address and business telephone number. By attending our conferences we may pass the information we collect at registration to our conference sponsors. It gives our sponsors the opportunity to know who will be attending the conference. They can contact you after the conference for commercial reasons. It is, therefore, up to you whether you remain in contact with them. Evenco International will never share any of your personal data with potential sponsors without your explicit consent. After the conference, we will ask you to complete surveys regarding your experience with us. Information for us and the sponsors of the conference to which the feedback applies. We will check, of course, that you are happy to share your feedback and personal data with the sponsors. We will not share your feedback with other third parties without your explicit consent. There will be a photographer and/or videographer at our conferences. This may be used for future marketing material, our website and social media channels.
Email Marketing
When you register to attend one of our conferences, we will ask you if you wish to receive direct marketing from us regarding future conferences. You can choose to stop receiving them at any time by emailing info@evencointernational.es
Face to face meetings
Evenco International meets with its audiences prior to its events – meaning we will sometimes ask to meet you and ask you questions. We do not record these meetings. Any opinions that you express may be shared with specific sponsors – anonymously – on the condition that you give us your permission to do this.
Security
We ensure information once received is stored securely and only accessible with the correct authorisation. Electronic data and databases are stored on secure computer systems and we control who has access to information. However, a loss of personal data is known as a data breach. The General Data Protection Regulation imposes requirements on businesses to report breaches within 72 hours. We undertake to inform you if your personal data is compromised and there is a risk to your rights and freedoms as a result.
Contact Us
If you have any questions about this Privacy Policy or relating to our use of your information, write to our Data Protection Officer at Evenco International, 1 Ropemaker Street, London, Greater London, England EC2Y 9HT, or emailing info@evencointernational.es
Please also contact us if you wish to exercise your ‘Right to Access’ or ‘Right to be Forgotten’ under the General Data Protection Regulation.
Evenco Analytics offers a free trial period for three months after subscribing to the service. You will not be charged for this product during your trial period. Before the trial expires, we will contact you to see if you wish to continue using the service and subscribe to a yearly subscription, where you can cancel if desired. You can also unsubscribe from Evenco Analytics for free at any time leading up to the first quarterly payment by contacting us at info@evencointernational.com. Standard rate for the product is £5k per annum, charged quarterly at £1250. Early bird and referral discounts are also available for subscribing to a full Evenco Analytics subscription – please contact us for more information. As our subscription is set up via invoicing, please note that there may be a short delay before you receive access to the platform, as we will need to approve your request.