James Salter on Citywire's The Wealth Show podcast

Investment Views
1 September 2023Print article
James SalterZennor Japan Fund

James Salter from Zennor Asset Management talks to Jeremy Gordon, Investment Editor of Citywire about the lessons learned in a long career spent investing in Japan and the opportunity that exists in Japanese equities today. Other topics in the in-depth interview include:

  • The newly launched LF Zennor Japan Equity Income fund.
  • The Topix’s ‘stealth bull market’ under Abenomics.
  • How domestic investors and corporates continue to change their behaviour, under pressure from the Tokyo Stock Exchange.
  • Activism in Japan at an ‘all-time high’.
  • Entrepreneurism and fund management
  • The nature of growth at a reasonable price.
  • How long Japan’s shareholder returns story could run.
  • The ‘massively undervalued’ yen.