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Fund of the Week: GLG Japan CoreAlpha
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by Frank Talbot on Oct 25, 2012 at 11:50
If your pension is anything like mine it has suddenly started to look a little rosy. After what has felt like an interminable period I am finally back in the black.
Such is my scepticism I do not think it will last for long. However, I am very interested in one of my holding's performance. The GLG Japan CoreAlpha fund run by Stephen Harker, Neil Edwards and Jeffrey Atherton. It is fair to say that their deep value contrarian style has not had a good time of late and the fund sits bottom of the peer group over short periods. This though is uncharacteristic for a fund with extremely good investment discipline and long term numbers.
I believe that Japan has a lot going for it. It's cheap, it sits in the fastest growing region on the planet, and its currency has to weaken at some stage.
This though, is a punchy call as Japan has had many false dawns over the years, but I feel that the world's third largest economy might well be set for a purple patch.
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