Winning Equity Strategies in Japan

Noriyuki Morimoto presented his in-depth investment thesis on winning equity strategies in Japan at Japan Investing Summit 2012.

Wondering whether you should invest in Japanese domestics or exporters, global leaders or turnarounds, statistically cheap stocks or good businesses at fair prices? Pioneer investment consultant Noriyuki Morimoto takes you on a tour of selected equity strategies that should, in his view, prove the right ones for investors in Japan. Based on his intimate knowledge of the Japanese equity markets as well as the best fund managers investing in Japan, Morimoto-san will highlight how investors can take advantage of selective concentrated strategies in small & mid-caps, “value-up” strategies, high-dividend strategies, Asian growth theme strategies, and trading strategies in large caps, among others.

About the instructor:

Noriyuki Morimoto founded HC Asset Management in 2002. As a pioneer investment consultant in Japan, he established the investment consulting business of Watson Wyatt K.K. (Tokyo Office) in 1990, where he was Director and Consultant for 13 years. His responsibilities also included benefit consulting and financial services consulting. Prior to joining Watson Wyatt, he was responsible for foreign fixed income investment, asset allocation and investment strategy at Mitsui Life Insurance Co., where he managed assets for the company’s variable life products and group annuities as a fund manager. He spent two and half years in London managing fixed income assets. He started his investment career as Japanese equity analyst at Mitsui Life in 1983 after obtaining a Bachelor of Arts (Philosophy) at The University of Tokyo in 1981.

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