Fortis Investments Japan, Kazuhito Yoshihara

Fortis Investments Japan head, Kazuhito Yoshihara, searches long and hard to find the catch of the day

Click here to download pdf In Japan there is a highly poisonous ugly fish called Fugu, which can be very tasty if you know how to cook it. Kazuhito Yoshihara, CIO for Japanese equities at Fortis Investments, likens choosing companies for the £103m Fortis Best Selection Japan fund to finding tasty morsels among so many ugly fish. The portfolio is a concentrated 40-stock Luxembourg domiciled Sicav launched in July 2004 and has recently acquired distributor status. Yoshihara explains he looks to hold companies that most investors are shunning, with the aim of making big gains when they ...