Nikkei index Outperformt (Photo: Freepik, Sweet_Tomato)
The Aspoma Japan Opportunities Fund (ISIN: Li0393642439) combines European discipline with local expertise to identify undervalued MID and Small Caps in Japan and thus open up attractive chances of return.
Management and strategy
The fund relies on a clearly defined value strategy that is largely carried by an experienced team. Management around Harald Staudinger in Linz and stock analyst Koya Tabata in Tokyo combines strategic foresight and well -founded market knowledge.
While the long -term investment decisions are made in Linz, the local presence in Tokyo ensures precise market access, which enables an overview of the dynamic environment of the Japanese stock market. This combination of central discipline and local expertise creates a solid foundation for the consistent search for undervalued companies.
Investment focus and evaluation
At the center of the investment approach is the identification of MID and Small caps, which convince with their high operational free cash flows and an above -average efficient capital structure. Companies are selected that are undervalued compared to their international counterparts.
For example, the fund is characterized by an impressive course book value ratio of only 0.9x, while the S&P 500 is 5.4x. The top spots include companies such as Nittetsu Mining, which works in the areas of raw material extraction, energy and renewable technologies, as well as Nishikawa Rubber, which specializes in the production and distribution of automotive parts.
Performance and risk management
The impressive performance of the fund speaks for the effectiveness of the chosen approach: In the past 5 years, the fund, EUR secured, has achieved an increase of 161 percent. The annual performance also convinces with a return of 22 percent, which represents an outperformance of around 15 percent compared to a Nikkei ETF in euros.
This excellent development is underpinned by sophisticated risk management, which ensures a balanced balance between return and stability. With a Sharpe Ratio of 1.30 and a moderate volatility of 11.4 percent over 5 years, the fund proves that a committed value of the value can enable sustainable performance even in volatile market phases.
Conclusion – Japan Opportunities Fund
The Aspoma Japan Opportunities Fund Shows impressively how European precision and local expertise can help to successfully penetrate the Japanese market.
With a clear focus on undervalued companies and disciplined risk management, the fund offers investors an attractive opportunity to benefit from the opportunities in the Japanese stock market.
The strategic value hunting in the mid and small cap segment as well as the solid performance underline that the fund can generate sustainable added value in the long term.
Currency-safe fund for the Japan rally
Disclaimer:
No investment advice. No call to buy or sell securities.