Investment Philosophy

Usonian’s Investment Philosophy

The Usonian Japan Value strategy seeks to take advantage of the unique inefficiencies in Japan’s equity markets by following a disciplined, bottom-up value approach.

Market Inefficiencies
  • Biases and behavior create market inefficiencies
Value Effects
  • Market inefficiencies create opportunities to buy assets at a discount
  • Active, fundamental research process can minimize biases, identify undervalued companies and outperform over time
Capital Preservation
  • Risk is the permanent loss of capital
  • Protecting client assets and generating strong risk-adjusted returns is priority
Management Engagement
  • Proactive investors can influence outcomes and enhance corporate value
Corporate Governance
  • Corporate governance is critical to maximize corporate value