Morant Wright Investment Management

Co-founders Stephen Morant and Ian Wright set the firm's investment direction. Morant brought institutional relationships from his time as a partner at Cazenove & Co.; Wright built the Japanese equity expertise as head of the Japan department at Foreign & Colonial. The firm has not publicly named additional investment committee members or successor portfolio managers.

RIT Capital Partners, the Rothschild family investment trust managed by J. Rothschild Capital Management, has been a long-term investor in Morant Wright funds since 2002. This relationship provides patient, multi-decade capital that reduces redemption pressure on the firm's concentrated Japan portfolios. It also serves as a reputational signal to other institutional allocators evaluating the strategy.

No. The firm's strategy is exclusively focused on listed Japanese equities — spanning large-cap, mid-cap and small-cap stocks on the Tokyo Stock Exchange and regional exchanges. There is no known allocation to private equity, fixed income, real estate, or equities outside Japan.

The firm runs a concentrated, value-oriented Japan equity strategy built on bottom-up fundamental research. Portfolios target undervalued Japanese companies with strong balance sheets and identifiable catalysts for re-rating. The approach is long-only, without a hedge or macro overlay, and position sizes are driven by conviction rather than index weightings.

Yes. The firm is authorized and regulated by the UK Financial Conduct Authority and registered as an Investment Adviser with the US Securities and Exchange Commission. SEC registration indicates the firm can accept US institutional and qualified investor capital, though minimums and vehicle structures are not publicly disclosed.