Lloyd George Japan focuses on M&A

Stocks benefiting from merger and acquisition activity will be one of the investment themes in Lloyd...

Stocks benefiting from merger and acquisition activity will be one of the investment themes in Lloyd George Management's Japan fund, jointly run with Sumitomo Life. As first reported in Investment Week, Catherine Tan, Japanese equities fund manager at Lloyd George, will run 50% of LG SLI Japan, focusing on blue chip stocks. She said the transaction value of acquisitions of Japanese companies by foreign firms tripled between 1998 and 1999 which has led to restructuring opportunities. For example, Renault has taken a stake in Nissan Motors which has since set a series of restructuring target...