An equity fund investing in large sized Japanese companies.
The Baillie Gifford Japanese fund offers the investor a concentrated portfolio of stocks driven by conviction. The manager applies a set of qualitative criteria to single out companies with high earnings growth expectations, in sectors which have earnings growth potential. As the fund will often make contrarian bets versus the index in favour of these sectors, performance can deviate from the benchmark. This has produced a strong long term track record, with the fund outperforming in rising markets but also managing to protect capital in falling markets.
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Sarah Whitely graduating BA in experimental psychology from the University of Oxford in 1980, joining Baillie Gifford the same year, and has worked at the firm throughout her entire career. Sarah joined the Japanese team in 1982, became a partner in the firm in 1986 and, finally, appointed to her current role as head of Japanese equities in 2001. Through her 35-year investment career, Sarah has managed a wide variety of Japanese equity mandates across all investment styles.
Founded as a partnership in 1908 in Edinburgh, Baillie Gifford has grown to one of the UK’s leading asset managers with £125bn of assets under management (as of July 2015). The firm offers a large range of investment trusts, OEICs and unit trusts with a broad focus across all asset classes, and has offices in London, Edinburgh and New York, allowing the team to benefit from cordial relationships with local brokers, banks and other financial intermediaries worldwide.