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Willis Owen Research Commentary

Stephen Harker is a contrarian investor, looking for companies out of favour with investors. Focusing on the largest 300 listed companies in Japan, he looks for those companies that appear to be undervalued when compared with rivals. He uses valuations measures including Price to Book, Dividend Yield and Price Earnings ratio to identify companies. He selects companies with strong fundamentals and management where he believes there is the opportunity for a turnaround. Harker uses a rigorous, repeatable process that draws on the team's extensive knowledge of the Japanese market. With the clear focus on value, long-term investment horizon and no consideration for the benchmark the portfolio will differ from the index.

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