Japan Core Equity

The strategy seeks to provide long-term capital appreciation through investment in high-quality Japanese companies bought at what the team believes is the right price. The strategy’s long-term focus is designed to deliver strong risk-adjusted performance over time.

Philosophy

The team believes that investing in Japanese companies that are trading below their assessment of intrinsic value, possess strong cash-generative business models, and represent sustainable growth opportunities offers the potential for outperformance over the long term.

Managed by

Edward Ritchie, ASIP

Portfolio Manager, Japan Equity

Ed is a managing director and the lead portfolio manager for the MPF Japan equity strategy at Manulife Investment Management (Europe). He’s also a senior investment analyst supporting other equity strategies, and is responsible for the analysis of European and EAFE equities, specializing in consumer sectors. Previously, he worked at Schroders Investment Management and Lazard, specializing in Japanese equities. With Schroders, Ed was based in Tokyo from 2000 to 2007, when he managed a £500 million fund investing in Japanese dividend growth stocks, as well as managing the consumer section of the research team. Ed holds the Associate of the Society of Investment Professionals designation.

  • Education: M.A. in Politics and Economics, University of Oxford (1993)
  • Joined the company: 2010
  • Began career: 1995
Edward Ritchie, ASIP

Vehicles

At Manulife Investment Management, we offer investment strategies through a variety of vehicles to suit a broad range of client needs. Contact our institutional sales or consultant relations team to find out if this strategy/vehicle is offered in your region. 

Separate accounts

Our separate accounts and separately managed accounts (SMAs) are designed for institutions and high-net-worth clients seeking tailored investment solutions and direct ownership of securities. 

CITs

Our professionally managed collective investment trusts (CITs) are available in certain qualified retirement plans.

Mutual funds

Mutual funds are liquid, professionally managed portfolios which are available to both institutional and retail investors.


Key facts

Inception date

April 2013

Strategy AUM (USD)

$805.4 million

Benchmark

TOPIX

Style

Core

Average portfolio manager experience

25 years

Important disclosures

All information shown is as of March 31, 2020, unless otherwise indicated. Strategy-level information may differ from vehicle-specific information. Not all vehicles are available in all locations and may be offered through affiliates of Manulife Investment Management.


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