reports
- Pedro Fonseca
Atlantis Japan Growth Fund - Termination of coverage
Edison Investment Research is terminating coverage on Atlantis Japan Growth Fund (AJG). Please note you should no longer rely on any previous research or estimates for this company. All forecasts should now be considered redundant. Previously published reports can still be accessed via our website.
- Pedro Fonseca
Atlantis Japan Growth Fund - Combination with NAVF offers benefits for...
The Atlantis Japan Growth Fund (AJG) board has announced that it has agreed heads of terms for a proposed combination of its assets with those of Nippon Active Value Fund (NAVF). The proposal is intended to address AJG’s relatively small size – current assets under management (AUM) total c £78m ¬– and follows recent disappointing relative performance. The combination, which is subject to the approval of the shareholders of both AJG and NAVF, offers AJG shareholders ongoing exposure to the attrac...
- Pedro Fonseca
Atlantis Japan Growth Fund - A waiting game, with an attractive divide...
Atlantis Japan Growth Fund (AJG) invests in a diversified portfolio of Japanese equities. Its focus on high-quality, innovative growth and small-cap stocks has kept performance under pressure over the past two years due to the market’s shift in favour of value stocks. However, the fund is still achieving its long-term capital growth objective. Lead adviser Taeko Setaishi believes that an eventual recovery in Japanese corporate earnings will spark renewed interest in the growth names she favours,...
- Pedro Fonseca
Atlantis Japan Growth Fund - Will patience be rewarded once earnings r...
Atlantis Japan Growth Fund (AJG) invests in a diversified portfolio of Japanese equities. Its bias towards high-quality, innovative growth and small-cap stocks has put performance under pressure this year. However, the fund has achieved its long-term capital growth objective, delivering an average annual NAV return of 9.7% over the past 10 years and outperforming its benchmark, the TOPIX, on this basis, over this period. This long-term track record attests to the stock selection skills of AJG’s ...
- Pedro Fonseca
Atlantis Japan Growth Fund - Outperformance and a high income, at a di...
Atlantis Japan Growth Fund (AJG) invests in a diversified portfolio of Japanese equities, with a focus on the country’s innovative, smaller-cap companies. The fund has achieved its long-term capital growth objective, delivering an average annual NAV return of 13.6% over the past 10 years, considerably outperforming its benchmark, the TOPIX, over this period. In addition, the fund pays a high and regular dividend, offering a yield of 5.3%. Yet it is trading at a much wider discount than its peers...
- Pedro Fonseca
Atlantis Japan Growth Fund - Outperformance and a high income, at a di...
Atlantis Japan Growth Fund (AJG) invests in a diversified portfolio of Japanese equities, with a focus on the country’s innovative, smaller-cap companies. The fund has achieved its long-term capital growth objective, delivering an average annual NAV return of 13.6% over the past 10 years, considerably outperforming its benchmark, the TOPIX, over this period. In addition, the fund pays a high and regular dividend, offering a yield of 5.3%. Yet it is trading at a much wider discount than its peers...
- Pedro Fonseca
Atlantis Japan Growth Fund - Focused on Japan’s innovative smaller com...
Atlantis Japan Growth Fund (AJG) invests in a diversified portfolio of Japanese equities, with the aim of achieving long-term capital growth. The fund has realised this goal, delivering an average annual NAV return of 13.2% over the past 10 years, decisively outperforming its benchmark, the TOPIX index, over this period. AJG’s growth bias meant performance lagged in early 2021, as investors rotated into value stocks. However, performance has since improved. Lead adviser Taeko Setaishi intends to...
- Pedro Fonseca
Atlantis Japan Growth Fund - Focused on Japan’s innovative smaller com...
Atlantis Japan Growth Fund (AJG) invests in a diversified portfolio of Japanese equities, with the aim of achieving long-term capital growth. The fund has realised this goal, delivering an average annual NAV return of 13.2% over the past 10 years, decisively outperforming its benchmark, the TOPIX index, over this period. AJG’s growth bias meant performance lagged in early 2021, as investors rotated into value stocks. However, performance has since improved. Lead adviser Taeko Setaishi intends to...
- Pedro Fonseca
Atlantis Japan Growth Fund - Impressive outperformance continues
Atlantis Japan Growth Fund (AJG) invests in a diversified portfolio of listed Japanese equities, with the aim of realising long-term capital growth. It has a bias towards growth stocks. Lead adviser Taeko Setaishi believes several trends accelerated by the coronavirus crisis and new Prime Minister Yoshihide Suga’s structural reform agenda have the potential to generate new investment opportunities and productivity gains, which will benefit companies in many sectors. AJG’s performance has been po...
- Pedro Fonseca
Atlantis Japan Growth Fund - Outperformance with a c 4% yield
Atlantis Japan Growth Fund (AJG) aims to realise long-term capital growth through investment in a diversified portfolio of listed Japanese equities. It has a bias towards growth stocks and focuses on companies that have the potential to benefit from changing trends within Japan’s domestic economy. AJG has an all-cap strategy but in recent years it has focused on small-cap stocks. Performance, which is benchmarked against the TOPIX index, has been strong. AJG’s NAV has outperformed over the l...
Atlantis Japan Growth Fund: 1 director bought
A director at Atlantis Japan Growth Fund bought 21,200 shares at 192p and the significance rating of the trade was 61/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years...
- Pedro Fonseca
Atlantis Japan Growth Fund - New dividend policy will pay out 4% of NA...
Atlantis Japan Growth Fund’s (AJG) lead adviser since May 2016 is Taeko Setaishi of Atlantis Investment Research Corporation; during her tenure AJG has outperformed the benchmark Tokyo Price Index (TOPIX) in both NAV and share price terms. Over time, AJG’s board has simplified the company’s structure. Recently it announced it will no longer offer a six-monthly redemption facility; instead it will pay a quarterly dividend based on the fund’s NAV, which will be paid out of revenue and capi...
- Mel Jenner
Atlantis Japan Growth Fund - Plenty of attractive investment opportuni...
Atlantis Japan Growth Fund (AJG) is advised by Atlantis Investment Research Corporation (AIRC). Lead adviser Taeko Setaishi says that although consensus Japanese corporate earnings growth is being revised downwards, she is still able to identify primarily smaller-cap companies with promising growth prospects that are trading on attractive valuations. As an example, Setaishi highlights changing dynamics within the Japanese economy, which are generating growth in the widely diverse services sector...
- Mel Jenner
Atlantis Japan Growth Fund - Continuing to find attractive growth oppo...
Atlantis Japan Growth Fund (AJG) is advised by Atlantis Investment Research Corporation (AIRC). Lead portfolio adviser Taeko Setaishi aims to generate long-term capital growth from a portfolio of primarily smaller-capitalisation Japanese equities. AIRC’s philosophy is that over the long term, a company’s share price performance is driven by its earnings growth, especially for smaller companies. Setaishi notes that Japanese equities have experienced negative investor fund flows in 2018, which...
Ford Equity International Rating and Forecast Report
Ford Equity International Research Reports cover 60 countries with over 30,000 stocks traded on international exchanges. A proprietary quantitative system compares each company to its peers on proven measures of business value, growth characteristics, and investor behavior. Ford's three recommendation ratings buy, hold and sell, represent each stock’s return potential relative to its own country market.. The rating reports which are generated each week, include the fundamental details behind...
Initiation: Stock picking in Japan
Atlantis Japan Growth Fund (AJGF) is an actively managed growthoriented fund entirely invested in Japanese equities. Given this mandate the portfolio has tended to have a bias to small and medium-sized companies. The fund’s objective is to generate long-term capital appreciation. Since the fund was launched in 1996, day-to-day investment decisions have been advised by Ed Merner, who has long experience as a Japanese equity adviser and manager. AJGF has outperformed both Topix and MSCI Japan Sm...
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