July 2023
Strategy
Simply the Best
Investing in high quality companies was a successful strategy for many years, but has its time passed?
19 Jul
19 Jul
Blog
Japan’s value shift
Global equity funds are upping exposure to Japan…
14 Jul
14 Jul
Features
Shin Nippon: Japan’s hidden global champions
Discover the hidden gems in Japan’s small cap market. Praveen Kumar, manager of Baillie Gifford Shin Nippon, says there’s more to Japan than manufacturing...
21 Jul
21 Jul
July 2022
Strategy
Ingredients for success
We identify several less conventional trusts that offer strong sources of diversification to major indices…
20 Jul
20 Jul
Blog
The mother of invention (and returns?)
Finding companies that cater to an urgent need is easier than figuring out who the next Bill Gates is going to be…
22 Jul
22 Jul
June 2022
Blog
A balancing act
Two trusts that have made efforts to align their interests with shareholders have also produced good returns…
10 Jun
10 Jun
Fund Research
AVI Japan Opportunity
AJOT’s activist approach has led it to generate highly idiosyncratic, sector-leading returns over the last 12 months…
29 Jun
29 Jun
Fund Research
JPMorgan Japan Small Cap Growth & Income
Recent markets offer an attractive entry point into a strategy underpinned by Japan’s long-term structural growth opportunities…
07 Jun
07 Jun
May 2022
Blog
Going against the grain
Overzealous selling may provide opportunities for investors happy to take on the risk…
12 May
12 May
Blog
The Land of the Falling Yen
A cheaper currency is unlikely to change long-term trends in Japan…
06 May
06 May
Features
Baillie Gifford Shin Nippon Investment Trust: Manager Update
Praveen Kumar, investment manager of Baillie Gifford Shin Nippon PLC gives an update on the performance of Shin Nippon over the past year and shares the team’s views on the long-term outlook for Japanese smaller companies...
20 May
20 May
December 2021
Strategy
We are the (ESG) champions
Investment trusts tend to be amongst the best-performing ESG strategies in the combined open- and closed-ended universe…
08 Dec
08 Dec
News
Results analysis: JPMorgan Japan Small Cap Growth & Income
JSGI combines a growth portfolio with an attractive yield…
14 Dec
14 Dec
November 2021
Strategy
Don't fear the reaper
With market direction hard to call, we consider the case for taking a long-term view in the investment trust sector…
03 Nov
03 Nov
Replay
Slides and Audio: Baillie Gifford Shin Nippon
Download the presentation and listen to the audio from our 'Fantastic growth funds (and where to find them)' conference on 4 November...
10 Nov
10 Nov
Fund Research
AVI Japan Opportunity
AJOT’s concentrated, highly active approach to Japanese small caps has led it to generate strong outperformance over the last 12 months…
26 Nov
26 Nov