Inception Date: 2011

Portfolio Managers

Shintaro Harada

Masahiko Inudoh


The strategy employs a concentrated and unconstrained approach, investing in strong growth companies with high sustainable ROE and competitive strengths in their relevant industries. The strategy has a large-cap market bias, with no sector constraints and invests with a long-term investment time horizon.


  • Separately Managed Account

Nomura Asset Management U.S.A. Inc. (“NAM-USA”) is part of the NAM Group. NAM-USA will delegate investment discretion and trading authority to one or more of its affiliates for all client accounts. The investment philosophies, strategies and teams described herein are those of a NAM-USA affiliate. Note that the NAM Group does not include Nomura Corporate Research and Asset Management Inc. This website is a general communication. It is being provided for information purposes only, and is subject to change without notice. Nothing herein is intended to constitute investment advice, a recommendation or an offer or solicitation to purchase or sell any securities, funds or strategies to any person in any jurisdiction in which an offer, solicitation, purchase or sale would be unlawful under the securities laws of such jurisdiction. Any examples used in this material are generic, hypothetical and for illustration purposes only. The views and strategies described may not be suitable for all investors. Investing involves risk.