Atlantis Japan Growth Fund (AJG) invests in a diversified portfolio of Japanese equities. Its bias towards high-quality, innovative growth and small-cap stocks has put performance under pressure this year. However, the fund has achieved its long-term capital growth objective, delivering an average annual NAV return of 10.7% over the past 10 years and outperforming its benchmark, the TOPIX, on this basis, over this period.
This long-term track record attests to the stock selection skills of AJG’s lead adviser, Taeko Setaishi. In this interview, she discusses the drivers of recent performance, investment themes and the factors she expects will underpin performance over the next 12 months.