Join us for lunch to hear from James Salter and David Mitchinson, fund managers of the recently launched LF Zennor Japan Equity Income Fund, to discuss the opportunities they are finding in Japan today. 

After the boom in the ‘80s, the Japanese market went through a prolonged period of under-performance. Corporate management teams were not always motivated to make decisions to maximize shareholder value and hoarded cash. The key to unlocking this potential is the ongoing corporate governance revolution, started by the Stewardship Code in 2012, which continues to gain momentum through market participants like the Tokyo Stock Exchange increasing pressure on companies regarding their inefficient balance sheets and poor valuations. Companies are finally responding and the landscape is changing. 

This is making Japan an increasingly compelling market for equity income investors, please join us to find out why.