Search Follow us
Refine By

Market Cap (m)


Type of Publication

atlantis japan

1 - 4 of 4
Sort by: popularity | newest
Page  of 1
Atlantis Japan Growth Fund

Continuing to find attractive growth opportunities

Review | Investment trusts | 05 Sep 2018

Atlantis Japan Growth Fund (AJG) is advised by Atlantis Investment Research Corporation (AIRC). Lead portfolio adviser Taeko Setaishi aims to generate long-term capital growth from a portfolio of primarily smaller-capitalisation Japanese equities. AIRC’s philosophy is that over the long term, a company’s share price performance is driven by its earnings growth, especially for smaller companies. Setaishi notes that Japanese equities have experienced negative investor fund flows in 2018, which has had a large impact on the Japanese stock market. However, while overall economic growth in the country remains modest, the adviser is continuing to find companies with attractive fundamentals that are trading on reasonable valuations, particularly in small and mid-caps. While recent performance has been more challenging, AJG has outperformed its benchmark TOPIX index over the last one, three, five and 10 years.

Atlantis Japan Growth Fund

Improved performance under new lead adviser

Initiation | Investment trusts | 08 Feb 2018

Atlantis Japan Growth Fund (AJG) aims to generate long-term capital growth from a diversified portfolio of primarily mid- and small-cap Japanese equities. In 2016, in response to shareholder concerns, which included the trust’s investment performance, the board appointed deputy fund adviser Taeko Setaishi to the position of lead fund adviser. Since then, AJG’s performance has improved. The trust has outperformed its TOPIX benchmark over one, three, five and 10 years, and is the best-performing fund, out of four, in the AIC Japanese Smaller Companies sector over one year. Given the improving economic backdrop in Japan and relatively attractive company valuations, Setaishi is positive on the outlook for Japanese equities and she continues to find interesting growth opportunities across a variety of sectors.

Atlantis Japan Growth Fund

Termination of coverage

Update | Investment trusts | 08 Nov 2016

Edison Investment Research is terminating coverage on Atlantis Japan Growth Fund (AJG). Please note you should no longer rely on any previous research or estimates for this company. All forecasts should now be considered redundant.

Atlantis Japan Growth Fund

Stock picking in Japan

Initiation | Investment trusts | 21 Jul 2015

Atlantis Japan Growth Fund (AJGF) is an actively managed growth oriented fund entirely invested in Japanese equities. Given this mandate the portfolio has tended to have a bias to small and medium-sized companies. The fund's objective is to generate long-term capital appreciation. Since the fund was launched in 1996, day-to-day investment decisions have been advised by Ed Merner, who has long experience as a Japanese equity adviser and manager. AJGF has outperformed both Topix and MSCI Japan Smaller Companies indices over one, three and five years.