Theme basis on Portfolio Japan fund

Portfolio has altered the way it runs its Japan fund of funds in a bid to capture strong investment themes in the market earlier, writes Leo Bland. The group has moved to running Portfolio Japan using a momentum analysis approach to selecting holdings. This approach looks to pick funds which deliver performance momentum and which have identified and invested in a strong investment theme. Portfolio is analysing Japanese fund performance over three month rolling periods in a bid to select the funds delivering accelerating growth. Portfolio said that this analysis will help its Japan produc...