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Thames River multi-manager team adds to Japan exposure

Thames River multi-manager heads Gary Potter and Robert Burdett have bolstered their Japan exposure across the group’s five-strong fund range.

The pair believe that Japan managers are now bullish with the market ‘behaving better’ in contrast with other falling markets.

The weightings range from 12 per cent in global boutiques to 3 per cent in its distribution fund.

Burdett says: “Interestingly, there seems to be a consensus amongst the experts. Our recent manager meetings in this sector has been almost universally bullish albeit to different degrees and with expectations on different sectors, market cap and economic areas of the market.

“Further support comes from the fact that equity markets yield more than bonds, equities on average are trading below book value and mangers are telling about the first time in their career that they can buy sensible stocks at PE ratios of below 10x.

“Key to the Japanese market rising has long been said to be domestic buyers and there is some steady buying by trust banks domestic pension funds albeit at a low level.”



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