One of the oldest Japan funds in the sector, Baillie Gifford Japanese fund has delivered outstanding returns in the most difficult market conditions. 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. Both are run by Matthew Brett and the well-resourced Japan team based in Edinburgh.
What’s covered in this episode:
- Where Japan is in terms of the economy reopening
- How inflation is a good thing in Japan
- Whether the weak yen is damaging to the economy or a positive
- Where the manager has been finding opportunities
- If Nintendo is a buy or a sell
- Why the portfolios no longer hold any car manufacturers
- What has caused the trust’s discount to close in recent weeks
- How the trust is growing its dividend
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