by Sadayuki Horie
With the Japanese equity market in a protracted slump in recent years, investors have been turning their attention to highly selective, concentrated investment strategies unlike conventional equity investment benchmarked against a broad index such as the TOPIX. At the forefront of the trend toward concentrated investment in Japanese equities is Kazushige Okuno of The Norinchukin Trust & Banking, who has a background in hedge fund and private equity investments. Mr.Okuno discussed the essence of concentrated investment with NRI's Sadayuki Horie.
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