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Although Nathan Gibbs is a member of Schroder's Japan Equity Team he operates with a high degree of autonomy. The investable universe of stocks is reduced to Schroder's Select Equity List of about 350 companies, however the manager may, and regularly does, purchase stocks from outside this list. Screening of the stock universe is generally valuation driven although the manager's sources of idea generation are varied. The manager typically has a short time horizon for his investments and looks for shares with a catalyst for re-rating upwards. He also seeks companies that are growing their earnings and has a pragmatic view of what constitutes 'value' in a stock, although in practice this is often in the form of cash or assets on a company's balance sheet.