Nikko AM Australian Equities
The majority of the Australian equities team has direct equity ownership in a 50:50 joint venture company alongside Nikko AM Limited, which helps to maintain team stability and allows investment professionals to share in the team’s business success and growth.
For a fund manager of its size, Nikko AM Limited has a relatively large Australian equities investment team, reflecting our strong preference to conduct our own independent research.
Our investment process is managed by a team of 11 investment professionals. They have an average of 17 years’ industry experience in analysing Australian shares and managing Australian share portfolios and have been working together as a team for an average of 10 years.
Nikko AM Australia’s research process recognises the importance of thorough, in-depth analysis. Each analyst covers 15 to 20 stocks in total and specialises in a particular sector, except for financials and resources, where there are two to three sector specialists.
Our Intrinsic Value approach to investing has a 25-year track record in performance and is well rated by leading research houses and asset consultants.
Nikko AM Limited recognises that investors will have differing investment objectives when investing in Australian equities. We offer three broad Australian equity strategies designed to cater for investors’ varying needs for capital growth and income, as well as risk appetite.
Nikko AM Global Equities
Nikko Asset Management’s Global Equity team is based in Edinburgh, Scotland and comprises five portfolio managers/analysts, with an average of 20 years’ industry experience. Each team member is responsible for portfolio management and stock selection and research. The team’s flat structure and culture of mutual respect helps to drive free-thinking and improves decision making.
The team believes there is no formula that can consistently identify undervalued businesses over the longer term. When picking stocks, free-thinking or having an open mind about each investment case is useful in identifying the winners of tomorrow. As such, the team will only invest in companies which they have thoroughly researched and debated within the team. A focused portfolio allows for detailed analysis of every investment that is made.
The investment approach is centred on the search for ‘Future Quality’ in a company. ‘Future Quality’ is defined as a company where the growth in future cashflow, its sustainability and the level of returns to investors is not reflected in the current share price.
Effective execution of the process relies upon a culture of focused collaboration to achieve one goal: better high-conviction portfolios for clients.
It is this combination of extensive experience, free-thinking and effective execution that offers a compelling and differentiated outcome for our clients.
Nikko AM ARK Global Disruptive Innovation Fund
The Nikko AM ARK Global Disruptive Innovation Fund gains exposure to global equities that are relevant to the investment theme of disruptive innovation by investing in the Nikko AM ARK Disruptive Innovation Fund (Underlying Fund), a sub-fund of the Nikko AM Global Umbrella Fund. The Underlying Fund is an open-ended investment company established under Luxembourg law as a ‘société d’investissement à capital variable’ (SICAV).
Nikko Asset Management is sub-advised by ARK Investment Management LLC (ARK), a strategic partner of the Nikko AM Group.
Nikko AM ARK Global Disruptive Innovation Fund
ARK believes that innovation is key to growth. ARK seeks to capture long-term outperformance and capital appreciation created by disruptive innovation. Disruptive innovation is the introduction of a technologically enabled product or service that changes an industry landscape by creating simplicity and accessibility, while driving down costs. ARK believes disruptive innovation is key to long-term growth of company revenues and profits. ARK invests in equity securities of companies that are relevant to the investment theme of disruptive innovation.
ARK’s investment approach
ARK focuses solely on investing in disruptive innovation. Despite its potential, ARK believes the full magnitude of disruptive innovation and the investment opportunities it creates are often unrecognised or misunderstood by traditional investors. ARK researches across sectors, industries, and markets to gain a deeper understanding of the convergence and market potential of disruptive innovations. ARK believes that its consistent investment process and active management of high-conviction portfolios capitalises on rapid change and avoids industries and companies likely to be displaced by innovation.
Nikko AM Asian Equities
Nikko AM Australia is part of a global team of investment professionals sharing the research, resources and intelligence of the Nikko AM global network. Each fund is managed by region specific investment professionals.
Investment team Nikko Asset Management Asia Limited (NAM Asia) is a leading asset manager for retail, private and institutional investors. NAM Asia offers investors a range of effective investment management solutions across a wide spectrum of asset classes.
NAM Asia has a long history and strong reputation within the Asian market. This means that its analysts and portfolio managers have considerable access to the management of companies they are researching for potential or ongoing investment. NAM Asia considers its proprietary research capabilities to be the cornerstone for generating higher returns and expects to achieve these results by developing a deeper understanding of the companies in which it invests.
*Please note, this is a guide only, not a recommendation.
++ The Fund was formerly known as Nikko AM World Equities Fund. The Fund name changed on 29 May 2015.
+ The Fund was formerly known as TAAM New Asia Fund. The Fund name changed on 1 December 2014. The Fund’s investment strategy remains unchanged.