February 2023 newsletter
- Details
- Published: Monday, 06 March 2023 12:53
The fund monthly newsletter to end of February 2023 has now been published. To read the newsletter, click on the link below:
Atlantis Japan Growth Fund Limited
Atlantis Japan Growth Fund Limited
The fund monthly newsletter to end of February 2023 has now been published. To read the newsletter, click on the link below:
Atlantis Japan Growth Fund - Investor Presentation hosted by Singer Capital Markets.
The fund monthly newsletter to end of January 2023 has now been published. To read the newsletter, click on the link below:
The fund monthly newsletter to end of December 2022 has now been published. To read the newsletter, click on the link below:
The fund monthly newsletter to end of November 2022 has now been published. To read the newsletter, click on the link below:
Quaero Capital and Singer Capital Markets host a call with Investment Adviser Taeko Setaishi, discussing the outlook for Atlantis Japan Growth Fund.
The fund monthly newsletter to end of October 2022 has now been published. To read the newsletter, click on the link below:
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 9.7% 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. She believes that while further patience may be required, an eventual recovery in Japanese corporate earnings will be the catalyst for renewed interest in growth stocks and an associated improvement in AJG’s performance.
The fund monthly newsletter to end of September 2022 has now been published. To read the newsletter, click on the link below:
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.