Nicola Takada Wood, Asset Value Investor’s managing director for Japan, outlines the investment case for AVI Japan Opportunity Trust (AJOT). This Japanese active engagement strategy aims to capitalise on the increased focus on corporate governance, balance sheet efficiency and shareholder returns in the Land of the Rising Sun.
Nicola says Japan has been consistently overlooked by global asset allocators for decades. For this and many other reasons, she tells our audience why investors haven’t ‘missed the boat’.
Our special guest talks us through AJOT’s investment process, which selects the most promising opportunities from frequent screening and comprehensive research. Takada Wood drills down on the trust’s constructive approach to engagement and also highlights some of the most exciting names in this highly-concentrated portfolio includong two logistics companies.
