Nomura Japan High Conviction Fund

This was our first introduction to the team. Just looking at the high-level data the fund does provide some downside protection, but significantly outperforms on the upside. The manager has also demonstrated his ability to pick the right stocks with a high betting average. All this feeds into the performance figures since launch.

Looking at the fund itself this is a highly focused strategy with around 31 holdings. They look to invest in the highest quality companies. They explained that investors need to separate corporate profits from the Japanese economy. Many of the holdings have increasing exposure to the global economy especially through M&A activity….read more

Fund Facts Morningstar

Notes

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