24 Years at AB|36 Years of Experience
Atsushi Horikawa is Chief Investment Officer for Japan Value Equities. He was appointed Co-CIO in October 2016 and sole CIO in April 2017 to manage the firm's Japanese equity products and lead a team of experienced investment professionals covering Japanese companies. Prior to that, Horikawa was a portfolio manager for Japan Value Equities, having served as Director of Research for the service since 2012. He joined the firm in 2000 as a research analyst, and was named senior research analyst in 2002. Previously, Horikawa worked at Sakura Bank as a business-planning executive. He holds a BA in law from the University of Tokyo and an MBA from Harvard University, and is a Chartered Member of the Securities Analysts Association of Japan. Location: Tokyo
Japanese stocks have outperformed global equities by a wide margin this year. Is this a false dawn or can inflation continue to breathe life into the market?
Atsushi Horikawa, Zhiyuan Tao | 02 October 2023Japanese equities have long been overlooked by many global investors. But they may be on the verge of a comeback as the worldwide economic recovery gathers pace and the high-flying stocks that drove the global market rally in 2020 show signs of fatigue.
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