Long-term growth and innovation in Japan

published 21 October 2019

A professional investor tells us where he'd put his money. This week: Nicholas Weindling of the JP Morgan Japanese Investment Trust picks three stocks.

The JP Morgan Japanese Investment Trust contains innovative and fast-growing companies. We seek out what we consider to be the best investment ideas in Japan to maximise returns, concentrating on firms with excellent long-term growth prospects that are not dependent on the economic cycle.

We believe that an active style of portfolio management that focuses on stock selection conducted by experienced, locally based investors offers the greatest opportunity to add value. We use extensive bottom-up research to identify undervalued earnings growth. Our approach can be summarised as aiming for growth at a reasonable price. There are several key structural trends that we have identified as promising long-term sources of return. Examples of these themes and stocks are detailed below.