Opportunities in the land of the rising sun Japan has long been shunned by investors because of its slow growth and poor demographics. But, look hard and you’ll see a surprising number of investment opportunities. Not only does the country boast enviable strengths such as a high-quality workforce and technical superiority, there are also many world-class companies that are global leaders in their respective fields. And increasingly, their fortunes are tied to the growth of the emerging world. In short, investing in Japanese firms is not equivalent to making a bet on the Japanese economy.
Aberdeen Global – Japanese Equity Fund
The Aberdeen Global – Japanese Equity Fund invests in equities and equity-related securities of Companies with their registered office in Japan and/or, of Companies which have the preponderance of their business activities in Japan.
Reasons to Invest:
- Japan is home to numerous high quality companies, with durable competitive advantages
- We run a high conviction portfolio of around 30 companies that we know inside out, which is constructed independently of benchmark constituents as we have no compulsion to own any stock
- The Tokyo investment team is fully integrated with our broader Asian Equities Team - we have been actively covering Japanese equities for over 25 years
Aberdeen Global – Japanese Smaller Companies Fund
The Aberdeen Global – Japanese Smaller Companies Fund invests in equities and equity-related securities of Smaller Companies with their registered office in Japan and/or, of Smaller Companies which have the preponderance of their business activities in Japan.
Reasons to Invest:
- Japan’s best companies are benefitting from growth in overseas markets, a focus on shareholder value while many are market leaders in their respective industry
- We run a high conviction portfolio of between 30-40 companies; we are long-term investors and know each and every company intimately
- Research coverage for smaller companies is often thin and market mispricing is common. This benefits active managers like us who do our own research.