Japan continues to be demographically challenged but is a global power house in our identified mega-trend of Productive and Digital Society with robot technologies, global MedTech champions, and high-tech components and materials providers.
The fundamental idea behind our global strategy is to hold the best 30 stocks worldwide. This has been the case for over 25 years where we have never owned more than 30 stocks in the portfolio
Today, almost 10 years after the financial crisis, we are in the later stage of a rising equity market. The increased turbulence makes many investors ask: Buy, sell, or hold?
