Japan Specialist

Mark Chadwick

Over 20 years experience in equities and asset management in Asia and Japan. Qualified CFA with experience analyzing companies as a buy-side analyst. In-depth knowledge of company fundamental analysis, corporate governance and valuations.

Thematic (Sector/Industry)

Japan Industrials / Thematic (Sector/Industry)

<ul>
<li>METI identified 113 Japanese companies that were global niche winners - high market share, high margins, and high ratio of overseas sales</li>
<li>METI has done a pretty good job of selecting “quality companies” - the group enjoys higher margins and returns on capital than the average Japanese company</li>
<li>We screen for the "best of the best" and pick out MANI, one company that has underperformed this year</li>
</ul>


METI identified 113 Japanese companies that were global niche winners - high market share, high margins, and high ratio of overseas sales
METI has done a pretty good job of selecting “quality companies” - the group enjoys higher margins and returns on capital than the average Japanese company
We screen for the "best of the best" and pick out MANI, one company that has underperformed this year


Japan Screen | Nice Niche Names