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May 2024
Tokio Marine is Japan’s largest general insurance group with a solid track record in the domestic market and an expanding overseas business. Tokio Marine is one of three Japanese insurers that has significant market share and enjoys high profitability and strong pricing power due to industry consolidation.
January 2024
Amid a tough banking environment over the past few years, many Japanese banks streamlined their operations to achieve record profits. In addition, they are poised to increase their profitability due to potential rate increases. Mitsubishi UFJ Financial Group looks particularly attractive in today’s environment.
October 2023
NVR is one of America’s leading home builders. With its uniquely “asset-light” balance sheet and focus on operational efficiency, the company has created a hard-to-replicate business model.
September 2023
With a global shift to renewable energy and rising urbanization, copper demand is expected to grow while supply remains constrained. We believe copper miners, such as Freeport-McMoRan, are poised to benefit from this trend.
June 2023
As a global conglomerate that operates businesses in various industries, Mitsubishi Corporation is Japan’s largest “sogo shosha,” uniquely Japanese trading companies.
March 2023
HOYA is a leading supplier of innovative high-tech and medical products whose diverse business profiles include eyeglasses, medical endoscopes, intraocular lenses, optical lenses as well as key components for semiconductor devices, liquid-crystal display (LCD) panels and hard disk drives (HDDs).
September 2022
CDW Corporation, a Fortune 500 company, is a value-added reseller (VAR) of information technology hardware, software, and services. We believe its scale advantages, breadth of offerings and consultative sales culture combined with a growing market and market share gains should propel attractive growth for many years to come.
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