Learn in this Opalesque.TV BACKSTAGE video from Mark Pearson and Peter Tasker from Arcus how their team is able to make money when the markets "go nowhere":
Most investors miss Japan opportunities due to "psychological trauma" of long bear market. However, the reality is that Japanese companies have become highly profitable since 2002, and a change in perception may follow soon. Smart, contrarian investors are allocating again to Japan, as the unloved market has created great opportunities which are reaped by the asset managers “still standing”.
Significant and deep structural reform has changed the Japanese corporate landscape, and in aggregate the Japanese earnings growth beats a lot of "high growth" markets like Malaysia, Singapore, Australia, Taiwan or Hong Kong. In addition, history has taught that value performs best when perceptions change: 2000 (TMT collapses), 2003 (Japan rebounds) and 2009 (World rebounds).
In addition, hear Peter Tasker speak about if high economic growth of an emerging economy really translates into high equity returns, or is the opposite true? What is the biggest driver of investment return?
Mark Pearson, CFA, ACA and Peter Tasker from Arcus spent almost all of their professional career (27 years / 30 years) in Japan. Arcus Investment Limited, authorised and regulated by the U.K. Financial Services Authority, is lead by Robert Macrae, CFA, who has worked for 21 years in hedge funds. Throughout Arcus' thirteen year track record Arcus has been committed to restricting fund size (funds were closed 2004-2007).
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Learn in this Opalesque.TV BACKSTAGE video from Mark Pearson and Peter Tasker from Arcus how their team is able to make money when the markets "go nowhere":
Most investors miss Japan opportunities due to "psychological trauma" of long bear market. However, the reality is that Japanese companies have become highly profitable since 2002, and a change in perception may follow soon. Smart, contrarian investors are allocating again to Japan, as the unloved market has created great opportunities which are reaped by the asset managers “still standi
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