THANK YOU FOR YOUR PRESENCE

Thank you for your recent attendance at the presentation of SYZ Asset Management’s OYSTER Japan Opportunities Fund in Lisbon, with a presentation by Senior Fund Analyst, Yoko Otsuka.

We hope you found the presentation on the Japanese macro environment and the SYZ fund of interest and useful.

Please find attached a note we recently wrote on equity style investing in Japan. As you will recall, the OYSTER Japan Opportunities Fund is style-agnostic, which has allowed us to deliver stable, top-quartile performance results in a consistent manner. 

Japan remains, in our view, a very interesting source of returns, but also risk diversification for investors. In the coming days, we will be in touch to offer follow-up meetings. Please do feel free to contact me directly if you would like to discuss the fund further or if you would like to arrange a meeting with one of our portfolio managers.