Japan: Value Stocks Versus Value Stocks

Man Group

Jeffrey Atherton, Adrian Edwards

Research

6 Pages

Man Group’s Japan team explores why Japanese value stocks have staged a comeback and why selectivity still matters. They distinguish between deep value names with fragile businesses and higher quality value companies with better earnings power, governance and exposure to structural themes.

Date Published: April 2022

Key Takeaways

Factor backdrop: Japanese value stocks remain inexpensive relative to growth peers even after a strong run of relative performance.
Quality focus: The authors favor value companies with durable cash flows, competitive advantages and improving shareholder governance.
Macro link: Rising global yields and a shifting inflation backdrop are seen as supportive for value relative to long duration growth.
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