Baillie Gifford Shin Nippon investment trust aims to provide long-term capital growth by investing in smaller companies listed on the Japanese stock market. Manager Praveen Kumar targets firms with innovative business models and the potential to disrupt their industries; those that challenge traditional Japanese practices; and those with strong overseas growth prospects. Praveen has a three- to five-year time horizon when building his portfolio.
What’s covered in this podcast:
- Breaking through Japan’s risk-averse nature to find dynamic businesses which are not afraid to take risks
- How Japan is adjusting to the “creeping realisation” that as a corporate entity it was no longer fit for purpose
- How end of life services provider Kamakura Shinsho is disrupting the funeral services industry
- The importance of being patient with young businesses and allowing them time to mature
- Why a new prime minister is largely irrelevant to Praveen’s investment approach
- Why Tottori is his favourite place to visit in Japan
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