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Baillie Gifford Japanese

Elite Rated by FundCalibre

One of the oldest Japan funds in the sector, this portfolio has delivered outstanding returns in the most difficult market conditions. The fund is managed by a large team, based in Edinburgh, and invests in growing Japanese businesses that deliver consistently strong returns to shareholders.

Company Description

Founded in 1908 and employee-owned, Baillie Gifford is based in Edinburgh but has offices in London and New York. Awarded the Elite Provider for Equities Rating in 2016, as well as the Elite Provider for Bonds Rating in 2015, it specialises globally in equities, fixed income and multi-asset portfolios.

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Fund Manager

This fund is managed by Sarah Whitley and Matthew Brett. Sarah, also Head of Japanese equities, joined Baillie Gifford in 1980, became Partner in 1986, and has co-managed this fund since June 2008. Matthew, who joined Baillie Gifford in 2003, is an investment manager in the Japanese equity team and a CFA charterholder. He has co-managed this fund since November 2007. The assisting Japanese equities team shares out responsibility for researching companies in particular sectors and generating new ideas.

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We are growth-orientated, stock-picking managers.

Matthew Brett - Fund Manager

The Investment Process

Baillie Gifford seeks well-managed businesses with a strong competitive advantage that are not overpriced. The research process is designed to ensure that the best ideas of each individual team member are included in the portfolio rather than a ‘lowest common denominator’ approach that can result from team-based investment.

Risk

Investing in Japan always carries high risk, although its stock market movements are often less correlated to Western equity markets so can act as a diversifier. The emphasis on structural change within the portfolio should benefit from the government’s current economic strategy.

Our Opinion

Baillie Gifford has a very strong Japanese equity team. This is a well-managed portfolio with a clear investment strategy that offers complementary exposure to those funds that are focused on the value of a company rather than its growth prospects.

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©2014 FundCalibre Limited. All Rights Reserved. The information, data, analyses, and opinions contained herein (1) include the proprietary information of FundCalibre, (2) may not be copied or redistributed without prior permission, (3) do not constitute investment advice offered by FundCalibre, (4) are provided solely for informational purposes and therefore are not an offer to buy or sell a fund, and (5) are not warranted to be correct, complete, or accurate. FundCalibre shall not be responsible for any trading decisions, damages, or other losses resulting from, or related to, this information, data, analyses, or opinions or their use. The Elite Fund rating is subjective in nature and reflects FundCalibre’s current expectations of future events/behaviour as they relate to a particular fund. Because such events/behaviour may turn out to be different than expected, FundCalibre does not ,guarantee that a fund will perform in line with its FundCalibre benchmark. Likewise, the Elite Fund rating should not be seen as any sort of guarantee or assessment of the creditworthiness of a fund or of its underlying securities and should not be used as the sole basis for making any investment decision. FundCalibre disclaims any responsibility for trading decisions, damages or other losses resulting from any use of the Elite Fund rating.