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You are here: Manager factsheet

Hideo Shiozumi

Legg Mason Investment Funds Li
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Trustnet verdict
Overall, performing better than the peer group composite. Over a long track record, the manager has outperformed the peer group more often than not. Good stock picking has had a material positive impact on results, which have not been particularly exposed to falling markets.
Manager profile
Hideo Shiozumi has over 45 years experience in Japanese equities. Having been educated in the U.S. and working during his formative years at Robert Fleming in London, he brings a Western perspective to equities investment not normally associated with Japanese investment managers. He was the first Japanese fund manager for Robert Fleming & Co., Ltd. and also, in the late 1970s, the first Japanese national in the City of London to be named as a director. In managing the Fleming Japan Fund in the 1970s through the early 1980s to record performance, he learned not to be a trader as well as the virtues of “patience”. These remain guiding principles of his portfolio management style. This is reflected in the low turnover and focus on long term stocks that are hallmarks of each portfolio he constructs. In 1983, Hideo Shiozumi founded his own company to manage the Japanese investment of George Soros’s Quantum Fund. He was recruited in 1987 to set up a joint venture between National Capital Management, an affiliate of the Matsushita group and Foreign & Colonial, the UK investment management firm. As president, he developed diversified portfolios for Japanese institutions that were turning their attention to the investment opportunities afforded in markets beyond Japan. Hideo Shiozumi founded Shiozumi Investment Limited in Hong Kong in 1990 to single-mindedly exploit the unfolding and attractive opportunity in investing in newly emerging, Japanese growth companies. He has a fervent belief in the role of a specialist as in-depth market knowledge has become increasingly important in performance achievement. His intent is that his company never becomes “just another generalist” in the Tokyo market. In 2000, Hideo Shiozumi established Shiozumi Asset Management CO., Ltd. and in October 2001, transferred all business to Japan from its former company, Shiozumi Investment Limited in Hong Kong.
Total return for Hideo Shiozumi
Rolling Alpha Quartile: Discrete three year periods
Rolling Alpha Quartile shows a manager's alpha score in quartile terms, plotting his or her risk adjusted performance against all other managers in the UT & OEICs universe. The best managers are those who are consistently ranked in the first or second quartile.
 
Quartile 1
Quartile 2
Quartile 3
Quartile 4
 
 
 
 
 
3-39m
 
 
 
 
 
 
 
 
 
15-51m
 
 
 
 
 
 
 
 
 
27-63m
 
 
 
 
 
 
 
 
 
39-75m
 
 
 
 
 
 
 
 
 
51-87m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : Hideo Shiozumi

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
Hideo Shiozumi 12.6 -11.3 38.6 26.6 35.6 0.6 50.3 37.4 14.0 18.1
Peer Group Composite 9.8 -8.4 15.5 30.5 4.8 9.3 14.9 7.5 -8.3 13.5
Over / Under 2.8 -2.9 23.1 -3.9 30.8 -8.7 35.4 29.9 22.3 4.6
Performance vs peer group composite: Hideo Shiozumi
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
7 years
out of a possible 10
 
Overall markets
Up
Underperformed peer group composite
3 years
out of a possible 10
 
Rising markets
UpDown
Outperformed peer group composite
6 years
out of a possible 8
 
Falling markets
UpDown
Outperformed peer group composite
1 year
out of a possible 2
Funds currently managed
Fund Sole/Co-managed Sector Periods
Legg Mason IF Japan Equity Lead manager IA Japan since Oct 22 1996 to present
Funds managed previously
Fund Periods
No previously managed funds
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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