Thames River Japan fund

This recently rated fund offers access to two of the most experienced practitioners in Japan. Rod Birkett and Huw Llewellyn have over 45 years of combined investment experience, of which 36 were spent in the Japanese market. The managers are an interesting contrast as Birket is traditionally known for his relatively aggressive positioning while Llewellyn is probably considered more risk averse. They are assisted by a further team member with responsibility for risk controls and general support. The managers apply a combination of top-down and bottom-up analysis, supported by technical a...