According to the announcement, the fund seeks to provide investors with long-term growth of capital by investing at least 80% of its assets in emerging and developed markets in Asia – with the exception of Japan. Yoh’s investment team will be fully integrated with the firm’s investment team in Denver: global sectors will generally be covered by the Denver-based Global Sector Teams, and regional sectors will be covered by the analysts based in Singapore.
Janus stated that Yoh will apply a “bottom up” Growth at a Reasonable Price (GARP) approach when choosing companies, analyzing them as potential investments and to determine if they are consistent with the fund’s investment policies. His team will also look at each company from a macro perspective, and consider whether any themes or issues may impact the investment environment in specific sectors.
“Asian equity markets have become a much larger and more important component of the global investment landscape and we believe it is important to have investment professionals on the ground in Asia,” said Jonathan Coleman, Co-CIO, Equities for Janus, in the announcement. “Hiroshi has been successfully investing in this region for over 20 years and his deep knowledge will serve our clients well.”
Yoh joined Janus in April 2011 from Tokio Marine Asset Management International Pte. Ltd., and has more than twenty years of experience in investment management in Asia. He earned a graduate degree in business administration and political sciences and a master of economics from Tsukuba University in Japan, and has completed the Harvard Business School Advanced Management Program.
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