The world’s third largest economy is host to hundreds of listed companies with little to no analyst coverage. Storm Research
Who is benefiting from extreme labour market tightness? Where can I find an independent voice on the growing list of Japanese small and mid caps thriving in the current semiconductor cycle? What about high return disruptive business models? Or companies excelling in cloud services and cybersecurity? These, amongst many others, are questions we can help you answer.
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"Storm successfully identifies themes within the Japanese market, producing insightful research into original ideas to access these themes. You can tell the business has been set up by people who previously managed money as their research is in-depth, useful and not short term."
“Extremely helpful, diligent and differentiated small/mid-cap Japanese equities resource. Understand how we invest and what we look for in companies.”
Performance data does not include dividend income or dealing costs. We believe the figures below provide an accurate representation of our ability to add value through our ideas and research over the long-term, in turn generating outstanding performance for our clients.
We use screenings, tangents from existing coverage and our back catalogue of company reports to generate new ideas. Through conference calls and company visits we build up a detailed profile of each business, assessing the long-term outlook and understanding what has been discounted by current valuations.
