M&G Japan Fund
Dean Cashman
Fund Manager: Dean Cashman
Funds Managed: M&G Japan Fund
The Fund invests in a wide range of securities of Japanese issuers, covering most aspects of the economy. Its sole objective is long term capital growth. Income is not a consideration when investments are selected.
The M&G Japan Fund screens a wide investment universe to form a concentrated portfolio of Japanese companies that are trading on low valuations relative to their history and the market. The fund aims to achieve sound capital growth over the long term. The fund manager applies disciplined and rigorous fundamental analysis during the selection process to ensure a high level of conviction around the valuation for each of the companies held in the fund. The portfolio maintains diversification by holding between 40 and 50 stocks. The fund manager adopts a value approach to investment. The fund owns shares in companies that have cheap valuations relative to the trend returns they are likely to generate over the medium to long term. These companies are quite often out of favour.
Dean Cashman began his investment career in 1988 with BT Funds Management in Australia. In 1992, he started covering Japan and became the head of Japanese equities four years later. Dean graduated from Queensland university with a BA in economics.
For more information on this fund please contact us.
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