We plan to dispel several myths about the Japanese equity market, including that it is low growth and expensive, that Japanese companies don’t return cash to shareholders and that Japanese corporate governance is a key reason not to invest. Perhaps surprisingly, Japanese corporate earnings and dividends have outgrown the US market over the past 10 and 20 years; Japan still trades at a discount to other major developed markets; and improving governance has benefited Japanese profitability, return on equity and shareholder returns in the past decade – with plenty more value still to be unlocked. We will also talk through Mondrian’s positioning in this broad, poorly covered market, where we believe there are plenty of undervalued companies which are growing earnings and dividends, often with overcapitalized balance sheets which support the skew of outcomes.
Mondrian is an employee-owned investment management firm with offices in London and Philadelphia. Mondrian’s well-resourced investment teams manage approximately USD$50 billion in assets on behalf of over 200 institutional clients. We are value investors across the globe in both equity and fixed income asset classes. Mondrian’s time-tested investment philosophy and disciplined process have been adapted to evolving market dynamics with an emphasis on capital preservation in difficult markets. All of our investment products utilize income-oriented value disciplines that have been successfully applied since our founding in 1990. In the management of equity assets, we invest in securities where rigorous dividend discount analysis identifies value in terms of the long-term flow of income. In the management of fixed income assets, we invest in global bond markets that best compensate for inflation and sovereign credit risks, measured by a market’s Prospective Real Yield (PRY).
Mr. Hill graduated from the University of Oxford in 2009 with a BA (Hons) in Classics. He started his career at Deloitte LLP, where he qualified as a Chartered Accountant in the Corporate International Tax practice. Prior to joining Mondrian’s Global Equity team in 2016, Mr. Hill also spent time as a Fund Manager at Neptune Investment Management. Mr. Hill is a CFA Charterholder and is a member of the CFA Institute and the Institute of Chartered Accountants of England and Wales.
(As of June 30, 2023)
(As of June 30, 2023)
Institutional Business Development Officer
+442074777114
Christina.Eriksson@mondrian.com
Associate, Client Services & Business Development
+442074777282
Erin.Brady@mondrian.com
2023-2024 HISTORICAL FINDINGS
Asset Allocation – Fixed Income
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2023-2024 HISTORICAL FINDINGS
Asset Allocation – Fixed Income
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Asset Allocation – Equities
2023-2024 HISTORICAL FINDINGS
Asset Allocation – Alternatives
2023-2023 HISTORICAL FINDINGS
Asset Allocation – Fixed Income
2022-2024 HISTORICAL FINDINGS
Asset Allocation – Alternatives
2022-2024 HISTORICAL FINDINGS
Asset Allocation – Equities
2022-2023 HISTORICAL FINDINGS
Asset Allocation – Alternatives
2023-2024 HISTORICAL FINDINGS
Asset Allocation – Alternatives
2023-2024 HISTORICAL FINDINGS
Asset Allocation – Fixed Income
2023-2024 HISTORICAL FINDINGS
Asset Allocation – Equities
2022-2023 HISTORICAL FINDINGS
Asset Allocation – Alternatives
2022-2023 HISTORICAL FINDINGS
Asset Allocation – Fixed Income
2022-2023 HISTORICAL FINDINGS
Asset Allocation – Equities
2022-2023 HISTORICAL FINDINGS
Asset Allocation – Alternatives
2022-2023 HISTORICAL FINDINGS
Asset Allocation – Fixed Income
2022-2023 HISTORICAL FINDINGS
Asset Allocation – Equities
2022-2023 HISTORICAL FINDINGS
Asset Allocation – Fixed Income
2022-2023 HISTORICAL FINDINGS
Asset Allocation – Equities
2022-2023 HISTORICAL FINDINGS
Asset Allocation – Alternatives
2022-2023 HISTORICAL FINDINGS
Asset Allocation – Fixed Income
2022-2023 HISTORICAL FINDINGS
Asset Allocation – Equities
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