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Reflecting on 20-Years of Strategic Value Investing in Japan


By Kentaro Takayanagi, Nomura
When I began managing the Japan Strategic Value (JSV) strategy in July 2000, I would have summed up market conditions and sentiment as follows. See if these highlights sound familiar:
Technology companies were the darlings of the stock market. 
Old economy, cyclically oriented companies were seeing depressed valuations. 
Prominent value investors were closing down their business operations. 
Industry pundits were increasingly vocal about the notion that structural growth couldn’t be encapsulated within traditional valuation metrics.
Pundits further declared value investing was dead
Today, 20 years after the start of my journey as value investor in Japan, I can use the same words to describe current market conditions and sentiment. Back in 2000, I was excited about the prospects of what lay ahead. We were just emerging from the ashes of the burst TMT/dotcom bubble, and my investment philosophy of strategic value investi ....

John Maynard Keynes , Kentaro Takayanagi , Japan Strategic Value , Nomura Asset Management , Russell Nomura Total Value Index , Strategic Value Open , ஜான் மேனார்ட் கீன்கள் , சாப்ட் பேங்க் , ஜப்பான் மூலோபாய மதிப்பு , நொமுர சொத்து மேலாண்மை , ரஸ்ஸல் நொமுர மொத்தம் மதிப்பு குறியீட்டு , மூலோபாய மதிப்பு திறந்த ,