Investec GSF Japan Equity: Qual. Rating Issued
We think Investec GSF Japan Equity is better than its near-term performance suggests, but recent events in the market have highlighted the risks of its approach.
"Investors in this fund have not had to worry about manager changes as Philip Whittome has been at the helm here since Sept. 1996. Whittome’s investment experience in Japanese equities dates even further back to 1987, and it’s fair to say the fund features an experienced manager who has invested over a number of market cycles in Japan. Whittome enjoys the support of Investec’s 12-strong global 4Factor team, which we hold in high regard. Since he invests mostly in Japan’s largest companies, many of which compete on a global basis, it makes sense to us that he is part of the global team."
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