Unique Investment Process
The Fund employs a contrarian approach based on valuation and behavioral finance principles to uncover companies that may be oversold and are attractively valued. Management looks for misunderstood companies that may be experiencing short- term problems, yet maintain strong balance sheets and fundamentals.

Manager: Jun Oh, Vice President and Equity Portfolio Manager at Wellington Management
Experience: Over 19 years experience in the investment industry. Joined Wellington in 2001 with an MBA from Massachusetts Institute of Technology (Sloan)
“We think our approach is unique in that it combines analyses of fundamentals with insights from the field of behavioral finance. We think Japanese markets contain hidden opportunities if a company gets things right. Firms with excellent recovery potential pop up across many sectors, industries, macro themes, and cyclical themes—there is never a shortage of opportunities.”