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Japan Alpha Opportunities—Wellington Management Company

The Japanese Alpha Opportunities strategy seeks to achieve total return by investing at least 80% of the value of its net assets in equity securities of companies that are domiciled in or exercise the predominant part of their economic activity in Japan.

 

Inside the Strategy

  • The strategy seeks to exploit inefficiencies in the Japanese stock market with an actively managed strategy. Japan is the broadest equity market outside of the U.S. and has more publicly traded stocks than all European markets combined. However, sell-side research firms have greatly reduced their coverage of Japanese equities during that market’s extended decline, and today they cover less than 50% of all Japanese stocks vs. over 90% of the Russell 3000® Index. Active managers have an opportunity to exploit these inefficiencies.
  • The strategy's diversified approach has the potential to generate alpha as well as mitigate risk. Managers Kent Stahl and Gregg Thomas build a portfolio that combines several different Wellington-managed Japanese equity strategies of different investment styles. Each sleeve seeks to generate alpha in a distinct manner, while the managers are also able to seek returns and potentially manage risk through opportunistic allocation among the underlying strategies in response to market volatility.
  • The strategy is supported by Wellington Management’s global research platform. The managers draw on the research and insight of more than 550 investment professionals at Wellington Management, including more than 50 global industry analysts and more than 60 other equity research analysts. Wellington Management’s research team actively covers more than 70% of the Japanese equities market, providing ample support to the strategy’s aim to achieve its investment objective.

Portfolio Managers: Kent M. Stahl, CFA and Gregg R. Thomas, CFA

Benchmark Index: TOPIX Total Return U.S. Dollar Hedged Index

Vehicle: Mutual Fund

Wellington Management

The Brown Advisory Japanese equities strategy is sub advised by Wellington Management.

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