Man GLG's Harker: China slowdown is not 'unmanageable' for Japan

Corporates have already been through 'fire and brimstone'

Natalie Kenway
clock • 7 min read

Natalie Kenway talks to Man GLG's head of Japanese equities Stephen Harker about fund capacity, his recent portfolio shifts, and why he is not a fan of Abenomics.

Stephen Harker has been going against the tide of stockmarkets and his fund manager peers since he began investing over 30 years ago. Content to ride out periods of underperformance for longer-term gains, Harker said his deep-value style has "not changed at all" since the 1980s. When he launched the Man GLG Japan CoreAlpha fund, under its original owners Société Générale Asset Management in 2006, he applied his process to the top 300 companies in Japan by size. His strategy has gained significant traction since then, with the team currently running AUM of £5.4bn, split across onshore,...

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