AMO - Japan Stock Pick Concentrated Equity Portfolio
The fund targets absolute returns over the mid- to long-term. Adopting a concentrated approach with holdings of approx. 30 stocks enables the strategy to only invest in high conviction names in an unconstrained manner. Based on a bottom-up stock selection process, the portfolio manager selects the best investment opportunities through combining his own research, conducted by meeting with hundreds of companies each year, with the collective expertise of a market leading team of investment professionals.