British Empire Trust's Bauernfreund: Why Japan is our biggest special situation
More 'realistic valuations'
Joe Bauernfreund of the British Empire Trust
Joe Bauernfreund, manager of the £826m British Empire trust, has been increasing his exposure to Japan in recent months to take advantage of value opportunities as various industries continue to reform under Abenomics.
The trust's portfolio is split into three 'buckets' consisting of family-controlled holding companies, closed-ended funds and special situations, with Japan currently the headline story in the latter portion,...
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