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The sector where “you don’t even need to pick the best businesses” | Trustnet
Trustnet / News & research / The sector where “you don’t even need to pick the best businesses”

The sector where “you don’t even need to pick the best businesses”

11 June 2019

Joe Bauernfreund says there is so much upside from better balance sheet management in Japanese small caps, he doesn’t even need to look for the best businesses.

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FE Trustnet Magazine investment trusts Japanese equities

Funds

AVI Japan Opportunity Trust Plc

Managers

Joe Bauernfreund

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IT Japan

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