Atlantis Japan Growth (AJG) adopts a long-term investment horizon, with a themed investment approach. A typical holding period for each investment is between 2-3 years, with the “core” element of the portfolio held for between 5-10 years. The investment process focuses on a bottom up stock picking approach, with major themes built around Healthcare, Workplace Reform, Technology & Infrastructure. Portfolio manager, Taeko Setaishi, has established a strong track record as lead adviser to the Atlan ....
15 Sep 2022
Cautiously optimistic
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Cautiously optimistic
- Published:
15 Sep 2022 -
Author:
Paul Glover -
Pages:
3
Atlantis Japan Growth (AJG) adopts a long-term investment horizon, with a themed investment approach. A typical holding period for each investment is between 2-3 years, with the “core” element of the portfolio held for between 5-10 years. The investment process focuses on a bottom up stock picking approach, with major themes built around Healthcare, Workplace Reform, Technology & Infrastructure. Portfolio manager, Taeko Setaishi, has established a strong track record as lead adviser to the Atlan ....