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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.

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Related Fund Managers

Stephen Harker
Stephen Harker
11/51 in Equity - Japan (Performance over 3 years) Average Total Return: 52.30%
Neil Edwards
Neil Edwards
12/51 in Equity - Japan (Performance over 3 years) Average Total Return: 52.30%
Jeffrey Atherton
Jeffrey Atherton
10/51 in Equity - Japan (Performance over 3 years) Average Total Return: 52.30%
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Profile: The opportunity set that attracted Brett Williams to wealth management

Profile: The opportunity set that attracted Brett Williams to wealth management

Brett Williams is best known for helping to build some of the biggest platforms in the IFA market.He made the move over to wealth management to head SEI’s UK business earlier this year in the belief that this is where the best opportunities now lie.

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