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
10/47 in Equity - Japan (Performance over 3 years) Average Total Return: 63.60%
Neil Edwards
Neil Edwards
11/47 in Equity - Japan (Performance over 3 years) Average Total Return: 63.60%
Jeffrey Atherton
Jeffrey Atherton
9/47 in Equity - Japan (Performance over 3 years) Average Total Return: 63.60%
Citywire TV
Play Sam Vecht: the best opportunities in frontier markets

Sam Vecht: the best opportunities in frontier markets

Blackrock's Vecht evaluates frontier markets and explains where he sees the opportunities

Play Where A-rated Pattullo is finding the best bond opportunities

Where A-rated Pattullo is finding the best bond opportunities

Henderson Global Investors head of retail fixed income explains how he is managing his fund against the surprise current monetary policy divergence.

1 Comment Play Taxicab Tenner: Allianz Global Investors' AA-rated Simon Gergel

Taxicab Tenner: Allianz Global Investors' AA-rated Simon Gergel

Our much anticpated new series is here! We hand a black cab driver a tenner and grill the manager of the 125-year Merchants trust until the meter runs out.    

Your Business: Cover Star Club

Profile: meet the duo at the heart of Hargreave Hale's succession plan

Profile: meet the duo at the heart of Hargreave Hale's succession plan

For the first time in the company's history a non-Hargreave is now at the head of the north west broker and asset manager

Wealth Manager on Twitter