Japan-focused Oasis funds gain through concentrated bets


The Oasis Value Long Fund and Oasis Value Alpha Fund – two long-term, concentrated Japanese equity strategies that are run on the MPC Asset Management platform –have delivered impressive performance in the past two years, returning 8.57% for the first 11 months this year (after 9.33% for 2011 excess return over TOPIX Total Return) and an absolute return of 6.9% (3after .5% for 2011), respectively.

The funds, which follow a Warren Buffett-style investment strategy in Japan, are advised by Tokyo-based The Norinchukin Trust & Banking, a trust and banking unit of The Norinchukin Bank (Nochu). Nochu was set