August 2022 newsletter
- Details
- Published: Thursday, 08 September 2022 09:15
The fund monthly newsletter to end of August 2022 has now been published. To read the newsletter, click on the link below:
Atlantis Japan Growth Fund Limited
Atlantis Japan Growth Fund Limited
The fund monthly newsletter to end of August 2022 has now been published. To read the newsletter, click on the link below:
The fund monthly newsletter to end of July 2022 has now been published. To read the newsletter, click on the link below:
Quaero Capital and Singer Capital Markets host a call with Investment Adviser Taeko Setaishi, discussing the outlook for Atlantis Japan Growth Fund.
The fund monthly newsletter to end of June 2022 has now been published. To read the newsletter, click on the link below:
The fund monthly newsletter to end of May 2022 has now been published. To read the newsletter, click on the link below:
The fund monthly newsletter to end of April 2022 has now been published. To read the newsletter, click on the link below:
Quaero Capital and Singer Capital Markets host a call with Investment Adviser Taeko Setaishi, discussing the outlook for Atlantis Japan Growth Fund.
The fund monthly newsletter to end of March 2022 has now been published. To read the newsletter, click on the link below:
As we re-emerge from the turmoil caused by the pandemic of the past 2 years, it is useful to consider significant macro factors, notwithstanding the heightened geopolitical concerns, to revisit the main investment themes behind the Atlantis Japan Growth Fund and to question whether the key drivers remain intact. Given our purpose to provide outperformance over the long-term, we believe it remains important to invest in those companies that will deliver sustainable earnings growth and to look at current weakness in growth-related names as an opportunity to invest in our stocks that are trading at more attractive valuations.
Perspectives from Taeko Setaishi, Investment Adviser of Atlantis Japan Growth Fund.