Melchior manager celebrates two decades running Japanese money

Akira Yoshimi has just hit the 20th anniversary of using his ‘Advantage’ strategy, employed since 2006 on the Melchior Japan Advantage Funds.

Over the period, the strategy has outperformed the Topix index in 18 of the 20 calendar years. It is based on the ideas of ‘don’t fight the market, work with the market’ as well as a focus on low P/E value investing.

Yoshimi applied the strategy between 1994-2005 while managing institutional segregated accounts at Daiwa International Capital Management, before joining Melchior.

Magnus Spence, CEO of Dalton Strategic Partnership, whose funds are branded Melchior, said: “Yoshimi-san has been nick-named the ‘Bonsai Manager’ by his colleagues, because like the famed bonsai masters of ancient Japan, he is meticulous and relentless in his attempts to craft the perfect portfolio for any particular moment in time. He fights passionately for every basis point of outperformance, making constant small adjustments to capture alpha and protect profits. His longevity and unwavering belief in his strategy is an inspiration and has provided investors with extraordinary outperformance over a period of twenty years.”

 

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