Ephraim Global recommends focusing on long-term fundamentals and remaining composed during market fluctuations. While some investors are shifting from fixed income to equities and commodities, Ephraim Global's investment approach and strategy remains unchanged, concentrating on regional and sector stock selection in developed markets for stable returns.

1. Ephraim Global: Concentrate On The Long Term Basics
Summary: Ephraim Global recommends focusing on the long term fundamentals of the
investment industry.
Ephraim Global, the Tokyo based asset management company, considers that even though
market fluctuations have recently impacted investors’ confidence they should remain assured
about the long term basics that deliver positive returns in their investment portfolios.
The latest issue of International Reviews affirms that, as opposed to years past, big macro
demands are beginning to be less significant and, at present, more concentrated decisions are
needed. While private clients continue to pursue opportunities in order to transition from fixed
income towards equity or commodities, many pension fund investors are targeting the timing of
shifts towards bonds for liability analysis or different regulatory considerations.
Nathan Levesque, Director of International Research at Ephraim Global, commented: “Being
assisted by a progress in capital expenditures as companies become increasingly confident, the
recovery of international economies seems to remain unscathed for the remained of 2015 and
well into 2016. We consider that clients need to remain as composed as possible in their manner
of reasoning, and also an unconstrained strategy would be more effective rather than acquiring
the entirety of the index. As a result our funds are becoming more concentrated in regards to
regional as well as state segments and stock selection”.
“There haven’t been any important changes to our investment approach. We have noticed that
investors prefer to be more involved in equity and commodities, though not equally in terms of
fixed income. There are of course many opportunities on the international markets and parts of
the emerging market debt and high revenue debt markets. In terms of equities clients prefer
developed markets, primarily American and European, rather than emerging markets”.
About Ephraim Global
Founded in 2005, Tokyo-based Ephraim Global is an international asset management
group serving clients around the world. The company offers a wide range of financial
advisory and planning services, bond and mutual funds, diversified asset portfolios,
pension plans and account management for private and institutional clients alike,
focusing on diversification, extensive research and a risk-aware investment approach.
Harumi Island Triton Square Office Tower, 1-8-12 Tower Z, Harumi, Chuo-Ku, Tokyo, Japan.
info@ephraimglobal.com
contact@ephraimglobal.com
fax: +81 345790121