The SGVP Japan Value Equity Fund is a Luxembourg-domiciled UCITS equity fund launched in 2010 with daily liquidity, applying a dedicated deep value approach to Japanese equities. It invests in Japanese companies that, according to SG Value Partners' analysis, trade at a significant discount to their calculated intrinsic value. Shares are selected according to a rational economic assessment of each company's business fundamentals. Short-term stock price fluctuations do not play a role in the decision-making process. The portfolio has virtually no overlap with widely used Japanese equity indices.
The fund’s full legal name is «White Fleet II – SGVP Japan Value Equity Fund»; it is listed under that name by data providers such as Morningstar, FE fundinfo and Swiss Fund Data.
The availability of the funds depends on your profile (domicile, investor type)
Unique portfolio that has no overlap with widely used global equity indices
Invest with an entrepreneurs’ view and a long-term horizon
Low valuation is the key factor for investments
Hybrid between mutual fund and discretionary mandate