21 Aug 2018
The idea of growth investing in Japan with a yield orientation is a new opportunity. Corporate Japan has evolved a great deal and the process is ongoing, while the price paid for Japanese shares relative to their earnings has dropped considerably over time.
The Baillie Gifford Japanese Income Growth Fund launched in July 2016 and is managed by Matthew Brett and Karen See. Here, Matthew discusses the evolution of corporate Japan and the current opportunities for providing growth and income. He also outlines the Baillie Gifford philosophy and process, and the resulting portfolio of the fund.
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