Japan’s real economic growth is strong and will eventually lead to inflation, while Japanese interest rates will stay low for a long time. This, combined with healthy rental yields, makes Japanese property exposure attractive at the moment.
The research process is focused on finding companies that show relative value and quality characteristics within the sector. Our research models screen the Japanese stock universe in a disciplined way based on 27 model factors and select the companies that have the highest return expectations. The portfolio is regularly rebalanced based on those factors.