Usonian Japan Value Creation Strategy seeks total return and measures its performance against the TOPIX Total Return Index (the “Index”) for performance comparison purposes. The Strategy employs a fundamental, value-oriented approach to invest in equities of Japanese companies and companies tied economically to Japan.

In managing the Strategy, the Usonian Japan Equity team follows a disciplined, bottom-up approach using fundamental research to identify equities that we believe are undervalued and profitable with high quality balance sheets. The team spends considerable time developing a high level of knowledge about our companies and focusing on downside risk. Additionally, as long-term investors, we engage collaboratively with corporate management to unlock shareholder value.





Fact Sheet Download
Product Primer Download
GIPS® Composite Report Download
Composite Descriptions Download
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Performance Download
Portfolio Composition Download
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Commentary & Attribution

Commentary Quarterly Download
Attribution - Monthly Download
Attribution - YTD Download
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Risks associated with investing in the Strategy may include Market Risk - Equities, Management and Operational Risk, Focused Investment Risk, Non-U.S. Investment Risk, and Currency Risk.