Wealth Manager - the site for professional investment managers

Register to get unlimited access to all of Citywire’s Fund Manager database. Registration is free and only takes a minute.

Fund of the Week: GLG Japan CoreAlpha

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 HarkerNeil 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.

Leave a comment!

Please sign in or register to comment. It is free to register and only takes a minute or two.

Related Fund Managers

Stephen Harker
Stephen Harker
13/53 in Equity - Japan (Performance over 3 years) Average Total Return: 55.01%
Neil Edwards
Neil Edwards
14/53 in Equity - Japan (Performance over 3 years) Average Total Return: 55.01%
Jeffrey Atherton
Jeffrey Atherton
12/53 in Equity - Japan (Performance over 3 years) Average Total Return: 55.01%
Citywire TV
Play Volatility is back, Europe's future & Ethical's key moment

Volatility is back, Europe's future & Ethical's key moment

This week’s episode of Investment Pulse takes a look at European prospects, FTSE volatility and whether public pressure is about to provide a push for ethical investment

Play Volatility spike: How ETFs can soften the blow

Volatility spike: How ETFs can soften the blow

ETFGI’s Deborah Fuhr discusses the role of ETFs in client portfolios during volatile market conditions

Play Winter market warmers, the post QE world and timing the Fed

Winter market warmers, the post QE world and timing the Fed

This week’s episode of Investment Pulse looks at the winding down of quantitative easing, whether to try and time a US Federal Reserve rate rise and if strong seasonal performers can reverse recent market slumps

Wealth Manager on Twitter