HF Best Ideas
AnalysesQuarterly LettersInsightsChartsWarren AI
Nakano Asset Management

Nakano World Growth Fund

Sep 2026 → Oct 2026

Our archive holds 2 letters from this strategy and positions in 29 companies. Every quote below is copied verbatim from the letter it came from.

2 letters in a year · follow all of Nakano Asset Management for every strategy.

Performance

as of Oct 31, 2026 · net of fees · JPY

  • 1Y
    +19.2%
    index +16.7%
  • Inception · total
    +57.5%
    index +52.2%

Index: MSCI All Country World Index (including dividends, yen-converted basis)

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 →

What it bought and sold

  • TrimmedAllianceBernstein Emerging Growth Stock FundOct 2026
    Among the invested funds, AllianceBernstein's Emerging Growth Stock Fund declined due to the fall in Korean stocks, which have many AI semiconductor-related names, and the significant decline in Brazilian stocks, which were turbulent in the presidential election, and this became a major negative factor for the Fund.

Also held

Every letter

2026