A concentrated portfolio of between 30-50 companies, Manager Hideo Shiozumi concentrates much of his efforts on finding domestically focused small-cap companies, so it is one of the more spicy funds in the IA Japan sector.
Baillie Gifford Japanese is another strong performer and very popular fund, run by Sarah Whitley from Edinburgh. A definite long-term investor with a relatively low-turnover, Whitley splits stocks into four different categories: secular growth, cyclical growth, special situations and growth stalwarts.
Morant Wright Nippon Yield is another strong performer that must come into consideration. A popular holding among the wealth management community, the team behind this fund have benefited from dividend increases from key holdings.
A tough choice then, though of course by the time SHAM makes up its mind and invests, the market will have rallied some more and the opportunity will probably be over with. I love it when a plan comes together…
SHAM is the continuing adventures of a financial journalist and his meagre ISA. Follow at @SHAMinvestor
