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You are here: Manager factsheet

Naohiro Ozawa

JP Morgan Asset Management UK, JPMorgan Asset Mgmt (Europe) S
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Manager profile
Naohiro Ozawa is a research analyst and a Japan smaller company specialist with the Japan Portfolio Group in Tokyo. He joined the firm (JPMorgan Securities Japan) in 2006 as an analyst and transferred to Asset management to take up his current position in 2008. Naohiro obtained a B.S. in Economics from the London School of Economics and Political Sciences.
Total return for Naohiro Ozawa
Discrete calendar year performance : Naohiro Ozawa

Manager career performance
Discrete performance
  0-12m 12-24m 24-36m 36-48m 48-60m 60-72m 72-84m 84-96m 96-108m 108-120m
Naohiro Ozawa 9.4 -5.0 -14.0 51.7 -1.6 -8.3 - - - 36.0
Peer Group Composite 10.6 -0.4 -8.0 42.7 -12.0 -5.2 - - - 24.9
Over / Under -1.2 -4.6 -6.0 9.0 10.4 -3.1 - - - 11.1
Performance vs peer group composite: Naohiro Ozawa
How a manager matches up against their peers gives you some idea of how talented they are. Very few managers perform equally well in rising and falling markets, so knowing which type of market a manager is capable of performing well within is also important.
 
Overall markets
Up
Outperformed peer group composite
3 years
out of a possible 7
 
Overall markets
Up
Underperformed peer group composite
4 years
out of a possible 7
 
Rising markets
UpDown
Outperformed peer group composite
2 years
out of a possible 3
 
Falling markets
UpDown
Outperformed peer group composite
1 year
out of a possible 4
Funds currently managed
Fund Sole/Co-managed Sector Periods
JPMorgan Japan Small Cap Growth & Income Plc Co-managed IT Japanese Smaller Companies since Jul 01 2018 to present
JPM Japan Sustainable Equity Co-managed IA Japan since Nov 19 2020 to present
Funds managed previously
Fund Periods
JPMorgan Japan OTC since Oct 01 2004 to Mar 31 2010
JPM Japan since Oct 01 2012 to Aug 31 2015
Data provided by FE fundinfo. Care has been taken to ensure that the information is correct, but FE fundinfo neither warrants, represents nor guarantees the contents of information, nor does it accept any responsibility for errors, inaccuracies, omissions or any inconsistencies herein. Past performance does not predict future performance, it should not be the main or sole reason for making an investment decision. The value of investments and any income from them can fall as well as rise.

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