Investment Philosophy

“Achieve Stable Excess Returns Through Active Management”

Our investment philosophy is to provide stable, maximum returns over the medium-to-long term through active management, and by taking advantage of market inefficiencies.

We achieve these goals by:
Analyzing fundamentals from a global perspective
Investing actively through a well defined and structured process
Maintaining a consistent investment style
Conducting comprehensive risk management

  1. Major Presence in Japan

    Daiwa SB Investments is one of the largest domestic investment management companies with a significant presence in Japan. We began managing overseas pension accounts in 1976, and have continued to expand operations globally since then. We have been serving US, European and Asian customers with Japanese equity products for the last 25 years. During this time, we have built up an extensive network of corporate and government contacts, including personal relationships, and maintain strong relationships with key sectors of business and industry.

  2. Value-Oriented, Active Management

    One very important characteristic that defines Daiwa SB Investments is our value-oriented active management approach. We believe that this approach has proven over the last 25 years to be effective and consistently returns high performance results. The approach is based on our in-depth research capabilities and the historically proven effectiveness and commitment of our portfolio managers, analysts and executives.