Launched in January 1981, the Baillie Gifford Japan Trust aims to provide capital growth by investing primarily in Japanese small and medium-sized companies, which offer exceptional growth opportunities with sustainable business models. The portfolio will typically hold 40-70 stocks and it began paying a dividend in 2018.
Read more about Baillie Gifford Japan Trust
What’s covered in this podcast:
- Whether the pandemic has encouraged change in Japan [0:19]
- Why Japanese companies are championing change [1:30]
- How younger generations are becoming more entrepreneurial [2:30]
- Which long-term trend is the most exciting for investors [4:16]
- Why Japanese companies are cheaper than their global peers [6:23]
- Why the team likes top ten holding Sumitomo Metal Mining [7:47]
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