ITOCHU: A Quality Company, But The Ongoing Premium Valuation Makes It A Hold (ITOCY)

Core Insights - ITOCHU Corp. has seen a return of over 17% in US ADRs since May, outperforming the general Japanese market [1] Group 1: Company Performance - The return of over 17% is considered a respectable result for ITOCHU Corp. [1] - The performance of ITOCHU Corp. is better than the overall performance of the Japanese market during the same period [1] Group 2: Investment Strategy - The investment strategy focuses on long-term holdings unless there is a compelling reason to sell [1] - The approach aims to maximize total return over time by purchasing when prices are low relative to intrinsic value [1]