Nakano Asset Management
Nakano Japan Growth Fund
Nov 2026 → Nov 2026
Our archive holds 1 letter from this strategy, behind 3 investment theses and positions in 24 companies. Every quote below is copied verbatim from the letter it came from.
1 letter in a year · follow all of Nakano Asset Management for every strategy.
Performance
as of Oct 31, 2026 · net of fees · JPY
- 1Y+16.3%index +21.7%
- Inception · total+32.0%
Index: TOPIX (including dividends)
| 1Y | Since inceptiontotal | |
|---|---|---|
| Nakano Japan Growth Fund | +16.3% | +32.0% |
| TOPIX (including dividends) | +21.7% | — |
Disclaimer
These figures are copied from the manager’s latest letter, as of Oct 31, 2026. They were extracted automatically, have not been verified by HF Best Ideas and may contain errors. They cover a single share class, in the currency and fee basis stated above; other share classes and your own returns will differ. This is not investment advice, nor an offer to buy or sell any fund. Past performance does not predict future returns.
Read full disclosures →Also held
- Honda Motor
- Mitsui Fudosan
- Japan Airlines
- Chugoku Marine Paints
- Chugai Pharmaceutical
- JEOL
- Tokio Marine Holdings
- Japan Exchange Group
- Fuso Chemical
- Rohto Pharmaceutical
- Mitsubishi UFJ Financial Group
- Sony Group
- Toa Construction
- Shin-Etsu Chemical
- Hitachi
- Ajinomoto
- Toho
- NGK Spark Plug
- Asahi Intecc
- Daifuku
- Kobe Bussan
- Murata Manufacturing
- Daikin Industries
Its investment theses
- TohoNov 2026Toho is using its in-house TOHO Global distribution network to release Godzilla-0.0 in about 80 countries and to monetize IP such as The Apothecary Diaries worldwide.
- Japan Elevator Service HoldingsNov 2026Japan Elevator Service Holdings runs nine nationwide parts centers with round-the-clock dispatch and refurbished parts to service multiple manufacturers' elevator models.
- Toa ConstructionNov 2026Toa Construction targets 2,450 employees by March 2029 to staff marine civil engineering work in ports and defense facilities, where demand is strong.