JPM Japan C Acc

Willis Owen Research Commentary

Nicholas Weindling has consistently demonstrated a firm understanding of the companies he invests in and has applied a quality-growth investment philosophy to generate excellent returns over the long term. The focus is on quality smaller companies that have good visibility on future earnings, the manager typically runs a high conviction portfolio of what he considers are future winners. Crucially, especially in Japan, is the fund manager's ability to identify company management that will drive shareholder value.

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