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January 2021
When investing in Japanese businesses, we believe it is imperative to select a manager who is immersed in the culture and can perform in-depth, company-specific research to build a concentrated portfolio of Japanese companies that can outperform a benchmark and weather volatility.
As factory automation systems appear in factories throughout the world, Japanese companies are slated to be major beneficiaries - both as producers and users of robotics.
Over the last decade, strong growth in production has allowed the U.S. to become a net exporter of natural gas. Both liquefied natural gas (LNG) exports and pipeline exports to Mexico have been growing rapidly, and significant further growth is forecast.
Japanese equities are currently trading at compelling valuation levels compared to other developed equity markets around the world and relative to their own historical averages. We believe the Japanese market deserves a closer look.
With many small- and large-cap funds extending their reach to the mid-cap space, some investors may assume they have covered all asset classes. They could be missing out on the power of a mid-cap allocation.
When looking at foreign countries that most commonly comprise foreign funds, Japan has performed well while continuing to offer compelling valuations.
December 2020
The market showed strength and resilience in 2020, hitting all-time record highs in December. With promising vaccines, historically low interest rates, and strong fundamentals, there is optimism for equities in 2021.
Portfolio Managers Dave Ellison and Ryan Kelley discuss how a Democratic administration and a vaccine might affect financial stocks. They also provide their thoughts on current valuations and the attractiveness of payment processors.
Portfolio Manager Masa Takeda shares his insights on the Japanese economy and why it is faring relatively well with COVID-19. He provides his outlook for the coming year and explains why active stock picking will be important.
Midstream energy companies have long been attractive to yield-seeking investors. With historically low valuations and the potential for stock buybacks and rising payouts, now may be an extremely opportune time to consider adding exposure to the sector.
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