We have published a new
Morningstar Qualitative Rating and Research Report for JOHCM Japan.
"It features everything we like to see in a fund: a seasoned management team in Scott McGlashan and Ruth Nash, a rigorous, proven strategy that is repeatable in various market environments, and a parent that favours investing over marketing and keeps costs low. Scott McGlashan boasts 33 years' experience of which 27 years is in Japanese equities. Ruth Nash, who backs him up, has been involved with Japanese equities for two decades. They do not have any internal analyst support but we don't think this is an issue. Their cumulative experience of 47 years and the local contacts they ha
ve built up through that period compensates amply in our view. McGlashan has also..."
The full four page PDF report can be accessed here. It is free to users of morningstar.co.uk
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