Investment Results (%)
Portfolio Characteristics
Top 10 Portfolio Businesses
Related Thinking
Investment Strategy
From Umami to Automation: How Japan’s Reinvention Is Creating New Investment Frontiers
After many research trips to Japan, we moved to increase exposure to businesses supported by key trends, such as digitalization and advanced computing, industrial innovation, unique consumer preferences, and an aging domestic and global population.
Investment Strategy
Navigating India’s Financial Future
India remains one of the most dynamic structural opportunities in emerging markets. Research Analyst Brian J. Crofton shares how reforms and private-sector growth are reshaping the financial services landscape.