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Fondens mål är att uppnå långsiktig kapitaltillväxt. Fonden avser att huvudsakligen investera i aktier i japanska företag. Fonden förvaltas aktivt inom ramen för dess mål och är inte begränsad av något jämförelseindex.
Namn | Titel | Sedan | Till |
---|---|---|---|
Fumichika Tanemoto | - | 2024 | 2024 |
Daiji Ozawa | Chief Portfolio Manager | 2011 | 2024 |
Biografi | Daiji Ozawa is a chief portfolio manager on the Japanese Value Equity team. Mr. Ozawa has been in the fi nancial industry since 1985. Prior to joining Invesco in 2010, he was a portfolio manager for Japanese Equity Value at Morgan Stanley. Before that, Mr. Ozawa was head of equity investment at Western Asset Management in Tokyo, and director and head of equity investments for Cititrust & Banking Corporation, which was Japan’s entity of Citigroup Asset Management. Prior to that, he was a senior portfolio manager at Tokyo-Mitsubishi Asset Management. He began his career as a banker at the Bank of Tokyo. Mr. Ozawa received a Bachelor of Arts degree in political science from Waseda University. He is a CFA charterholder and is also a chartered member of the Security Analysts Association of Japan. | ||
Kunihiko Sugio | Chief Portfolio Manager | 2011 | 2014 |
Biografi | Kunihiko Sugio is a chief portfolio manager and the CIO of the Japanese Equity Value team. Mr. Sugio entered the fi nancial industry in 1977 and joined Invesco in 2010. He previously was with Morgan Stanley since 1993. Prior to joining that fi rm, Mr. Sugio was a director and a fund manager at Baring International Investment Management Company Limited, Tokyo. Prior to that, he worked for Okasan Securities Company Limited for 11 years in Tokyo, London and New York in Japanese equity research and institutional sales. Mr. Sugio earned a Bachelor of Arts degree in economics from Wakayama University. |
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