Nomura International Equity ADR (SMA) strategy is a style-agnostic international equity strategy that seeks to build a portfolio of quality companies suitable for long-term investment purchased at attractive valuations, with the goal of benchmark-like risk and above-benchmark returns.
Style-agnostic
Style-agnostic approach built to perform in most market environments
Fundamental
Breadth of a centralized research team with a truly global perspective
Risk-focused
Process designed to minimize unintended factor risks, with a focus on pure stock selection
Companies with superior, self-sustaining business models have the potential to deliver attractive returns over the long term.
Such models can have their sustainability questioned over the shorter term, for either structural or cyclical reasons.
The resulting dislocation creates opportunities for the strategy to own them at attractive valuations.
Screening narrows the universe from approximately 1,500 mid- to large-cap international stocks to approximately 250 companies through liquidity, quantitative, and fundamental screens monitored daily.
Fundamental analysis evaluates high-quality businesses across three broad categories – growth compounders, quality cyclicals, and unrecognized opportunities – over a three-year time horizon.
Portfolio construction centers on risk to build a concentrated portfolio of 50–65 stocks. The portfolio is managed to have the majority of tracking error derived from stock selection.
MSCI ACWI (All Country World Index) ex USA Index
We'll provide the depth of experience and resources needed to help address the changing dynamics of today's markets. From ETFs, SMAs, and mutual funds to private markets, our team can help you identify investment solutions aligned to your clients' financial needs.
Nomura Asset Management is part of the Investment Management Division of the Nomura Group, providing integrated public and private market asset management services across equities, fixed income, private credit and multi-asset solutions to intermediary and institutional clients.
“Nomura Asset Management International” or “NAMI” refers to the global (ex-Japan) investment management business of Nomura. Statements regarding “Nomura Asset Management” or “NAM” include information about both NAMI and other affiliated investment managers. Additional information regarding Nomura Asset Management’s global investment management business is available here.
This information is a general description of Nomura Asset Management only. The views expressed on this website represent those of the relevant investment team and are subject to change. No information set out above constitutes advice, an advertisement, an invitation, a confirmation, an offer or a solicitation, to buy or sell any security or other financial product or to engage in any investment activity, or an offer of any banking or financial service. Some products and/or services mentioned on this website may not be suitable for you and may not be available in all jurisdictions.
Investing involves risk including the possible loss of principal. The investment capabilities described in this website involve risks due, among other things, to the nature of the underlying investments. All examples herein are for illustrative purposes only and there can be no assurance that any particular investment objective will be {{{realized}}} or any investment strategy seeking to achieve such objective will be successful. Past performance is not a reliable indication of future performance.
Before acting on any information, you should consider the appropriateness of it having regard to your particular objectives, financial situation and needs and seek advice.
A summary of investor rights (in English) is accessible here.
Additional important information (including regional disclosures)
Nomura Asset Management is part of the Investment Management Division of the Nomura Group, providing integrated public and private market asset management services across equities, fixed income, private credit and multi-asset solutions to intermediary and institutional clients.
“Nomura Asset Management International” or “NAMI” refers to the global (ex-Japan) investment management business of Nomura. Statements regarding “Nomura Asset Management” or “NAM” include information about both NAMI and other affiliated investment managers. Additional information regarding Nomura Asset Management’s global investment management business is available here.
This information is a general description of Nomura Asset Management only. The views expressed on this website represent those of the relevant investment team and are subject to change. No information set out above constitutes advice, an advertisement, an invitation, a confirmation, an offer or a solicitation, to buy or sell any security or other financial product or to engage in any investment activity, or an offer of any banking or financial service. Some products and/or services mentioned on this website may not be suitable for you and may not be available in all jurisdictions.
Investing involves risk including the possible loss of principal. The investment capabilities described in this website involve risks due, among other things, to the nature of the underlying investments. All examples herein are for illustrative purposes only and there can be no assurance that any particular investment objective will be realised or any investment strategy seeking to achieve such objective will be successful. Past performance is not a reliable indication of future performance.
Before acting on any information, you should consider the appropriateness of it having regard to your particular objectives, financial situation and needs and seek advice.
This is a marketing communication. The prospectus, key information document (PRIIPs KID), key investor information document (UCITS KIID) – as appropriate for your relevant jurisdiction – and other fund related materials are available in English and, for the PRIIPs KID, in the official language of the countries in which the fund is available for distribution.
A summary of investor rights in English and information on collective redress mechanisms are available at:
Nomura Funds Ireland: https://www.nomura-asset.co.uk/download/funds/how-to-invest/Summary_of_investor_rights.pdf
Nomura Fund Solutions: https://mim.fgsfulfillment.com/download.aspx?sku=SUM-INV-RIGHTS
Nomura Asset Management U.K. Limited and the Management Company may at any time decide to terminate arrangements made for the marketing of units of a fund in a member state other than its home member state.
Additional important information (including regional disclosures)
Nomura Asset Management is part of the Investment Management Division of the Nomura Group, providing integrated public and private market asset management services across equities, fixed income, private credit and multi-asset solutions to intermediary and institutional clients.
“Nomura Asset Management International” or “NAMI” refers to the global (ex-Japan) investment management business of Nomura. Statements regarding “Nomura Asset Management” or “NAM” include information about both NAMI and other affiliated investment managers. Additional information regarding Nomura Asset Management’s global investment management business is available here.
This information is a general description of Nomura Asset Management only. The views expressed on this website represent those of the relevant investment team and are subject to change. No information set out above constitutes advice, an advertisement, an invitation, a confirmation, an offer or a solicitation, to buy or sell any security or other financial product or to engage in any investment activity, or an offer of any banking or financial service. Some products and/or services mentioned on this website may not be suitable for you and may not be available in all jurisdictions.
Investing involves risk including the possible loss of principal. The investment capabilities described in this website involve risks due, among other things, to the nature of the underlying investments. All examples herein are for illustrative purposes only and there can be no assurance that any particular investment objective will be realised or any investment strategy seeking to achieve such objective will be successful. Past performance is not a reliable indication of future performance.
Before acting on any information, you should consider the appropriateness of it having regard to your particular objectives, financial situation and needs and seek advice.
This is a marketing communication. Please refer to the Prospectus and the KIIDs when making any final investment decision.
A summary of investor rights (in English) is accessible here.
Additional important information (including regional disclosures)
Nomura Asset Management is part of the Investment Management Division of the Nomura Group, providing integrated public and private market asset management services across equities, fixed income, private credit and multi-asset solutions to intermediary and institutional clients.
“Nomura Asset Management International” or “NAMI” refers to the global (ex-Japan) investment management business of Nomura. Statements regarding “Nomura Asset Management” or “NAM” include information about both NAMI and other affiliated investment managers. Additional information regarding Nomura Asset Management’s global investment management business is available here.
This information is a general description of Nomura Asset Management only. The views expressed on this website represent those of the relevant investment team and are subject to change. No information set out above constitutes advice, an advertisement, an invitation, a confirmation, an offer or a solicitation, to buy or sell any security or other financial product or to engage in any investment activity, or an offer of any banking or financial service. Some products and/or services mentioned on this website may not be suitable for you and may not be available in all jurisdictions.
Investing involves risk including the possible loss of principal. The investment capabilities described in this website involve risks due, among other things, to the nature of the underlying investments. All examples herein are for illustrative purposes only and there can be no assurance that any particular investment objective will be realised or any investment strategy seeking to achieve such objective will be successful. Past performance is not a reliable indication of future performance.
Before acting on any information, you should consider the appropriateness of it having regard to your particular objectives, financial situation and needs and seek advice.
This is a marketing communication. The prospectus, key information document (PRIIPs KID), key investor information document (UCITS KIID) – as appropriate for your relevant jurisdiction – and other fund related materials are available in English and, for the PRIIPs KID, in the official language of the countries in which the fund is available for distribution.
A summary of investor rights in English and information on collective redress mechanisms are available at:
Nomura Funds Ireland: https://www.nomura-asset.co.uk/download/funds/how-to-invest/Summary_of_investor_rights.pdf
Nomura Fund Solutions: https://mim.fgsfulfillment.com/download.aspx?sku=SUM-INV-RIGHTS
Nomura Asset Management U.K. Limited and the Management Company may at any time decide to terminate arrangements made for the marketing of units of a fund in a member state other than its home member state.
Additional important information (including regional disclosures)
Nomura Asset Management is part of the Investment Management Division of the Nomura Group, providing integrated public and private market asset management services across equities, fixed income, private credit and multi-asset solutions to intermediary and institutional clients.
“Nomura Asset Management International” or “NAMI” refers to the global (ex-Japan) investment management business of Nomura. Statements regarding “Nomura Asset Management” or “NAM” include information about both NAMI and other affiliated investment managers. Additional information regarding Nomura Asset Management’s global investment management business is available here.
This information is a general description of Nomura Asset Management only. The views expressed on this website represent those of the relevant investment team and are subject to change. No information set out above constitutes advice, an advertisement, an invitation, a confirmation, an offer or a solicitation, to buy or sell any security or other financial product or to engage in any investment activity, or an offer of any banking or financial service. Some products and/or services mentioned on this website may not be suitable for you and may not be available in all jurisdictions.
Investing involves risk including the possible loss of principal. The investment capabilities described in this website involve risks due, among other things, to the nature of the underlying investments. All examples herein are for illustrative purposes only and there can be no assurance that any particular investment objective will be realised or any investment strategy seeking to achieve such objective will be successful. Past performance is not a reliable indication of future performance.
Before acting on any information, you should consider the appropriateness of it having regard to your particular objectives, financial situation and needs and seek advice.
This is a marketing communication. Please refer to the Prospectus and the KIIDs when making any final investment decision.
A summary of investor rights (in English) is accessible here.
Additional important information (including regional disclosures)
Nothing presented should be construed as a recommendation to purchase or sell any security or follow any investment technique or strategy.
You can check the background of your investment professional on FINRA's BrokerCheck.
Form ADV – Nomura Investment Management Business Trust
Part 1A | Part 2A | Part 2B brochure supplement | ADV part 3 – Form CRS
Nomura Asset Management is part of the Investment Management Division of the Nomura Group, providing integrated public and private market asset management services across equities, fixed income, private credit and multi-asset solutions to intermediary and institutional clients.
“Nomura Asset Management International” or “NAMI” refers to the global (ex-Japan) investment management business of Nomura. Statements regarding “Nomura Asset Management” or “NAM” include information about both NAMI and other affiliated investment managers. Additional information regarding Nomura Asset Management’s global investment management business is available here.
This information is a general description of Nomura Asset Management only. The views expressed on this website represent those of the relevant investment team and are subject to change. No information set out above constitutes advice, an advertisement, an invitation, a confirmation, an offer or a solicitation, to buy or sell any security or other financial product or to engage in any investment activity, or an offer of any banking or financial service. Some products and/or services mentioned on this website may not be suitable for you and may not be available in all jurisdictions.
Investing involves risk including the possible loss of principal. The investment capabilities described in this website involve risks due, among other things, to the nature of the underlying investments. All examples herein are for illustrative purposes only and there can be no assurance that any particular investment objective will be realized or any investment strategy seeking to achieve such objective will be successful. Past performance is not a reliable indication of future performance.
Before acting on any information, you should consider the appropriateness of it having regard to your particular objectives, financial situation and needs and seek advice.
Nomura Asset Management, unless otherwise stated, refers to the Nomura Asset Management International business. Nomura Asset Management is part of the Investment Management Division of the Nomura Group, providing integrated public and private market asset management services across equities, fixed income, private credit and multi-asset solutions to intermediary and institutional clients. Nomura Asset Management primarily operates through several distinct investment managers, which includes Nomura Investment Management Business Trust (NIMBT), a Securities and Exchange Commission (SEC) registered investment adviser. Investment advisory services are provided to the Nomura Funds by Delaware Management Company, a series of NIMBT. The Nomura Funds mutual funds are distributed by Delaware Distributors, L.P., a registered broker/dealer and member of the Financial Industry Regulatory Authority (FINRA) and an affiliate of NIMBT.
Form ADV – Nomura Investment Management Business Trust
Part 1A | Part 2A | Part 2B brochure supplement | ADV part 3 – Form CRS
Nomura Asset Management is part of the Investment Management Division of the Nomura Group, providing integrated public and private market asset management services across equities, fixed income, private credit and multi-asset solutions to intermediary and institutional clients.
For recipients in the United States, Nomura Asset Management is part of the Investment Management Division of the Nomura Group, providing integrated public and private market asset management services across equities, fixed income, private credit and multi-asset solutions to intermediary and institutional clients.
“Nomura Asset Management International” or “NAM International” refers to the global (ex-Japan) investment management business of Nomura. Statements regarding “Nomura Asset Management” include information about both NAM International and other affiliated investment managers. Additional information regarding Nomura Asset Management’s global investment management business is available here.
Investing involves risk including the possible loss of principal. The investment capabilities described in this website involve risks due, among other things, to the nature of the underlying investments. All examples herein are for illustrative purposes only and there can be no assurance that any particular investment objective will be realized or any investment strategy seeking to achieve such objective will be successful. Past performance is not a reliable indication of future performance.
Before acting on any information, you should consider the appropriateness of it having regard to your particular objectives, financial situation and needs and seek advice.
A summary of investor rights (in English) is accessible here.
Additional important information (including regional disclosures)