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Richard Kaye, Co-Lead Portfolio Manager on Comgest Growth Japan, shares his insights from being based on the ground in Tokyo and explains how the region offers access to many globally leading companies which are often misunderstood by investors. He discusses recent market dynamics and makes the case for why investors should have a constant allocation to Japanese equities as part of a balanced portfolio.
Gemischte Teams bringen in der Investmentbranche bessere Ergebnisse – dieser Meinung ist auch Fondsmanagerin Eva Fornadi.
Tel: +31 6 51 58 75 59
Email: lvanderkroft@comgest.com