Maggie Finari
speaker
233 appearances
1 recordings
1 series
first heard Jul 2026
last heard 13 Jul
Maggie Finari’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 1 in all, peaking in Jul 2026 with 1.
Appearances
We haven't really talked about Japan.
You've got quite a lot of the portfolio in that, right?
That's 16%, 17%?
16% or 17%, I think, within our quoted equities portfolio and just more broadly across our entire portfolio, that would be in the single digits.
If I take a step back, we've been investors in Japan for about 20 years as a firm, really with a view that was quite focused on the corporate governance theme, with a view being that the government insisted that companies in Japan look to have a certain level of ROE and really look to drive those reforms through.
And we believe that that trend has just continued in that market.
I think what you've also seen is
Similar to other countries like Korea and or the U.S.
is in Japan, the market's done very well.
But what you've also seen is anything that was linked to semiconductors or semiconductor components has done very well in Japan, while you can still see value in the more traditional sectors.
So again, if you look across the sectors, not all sectors in Japan said differently, have been growing at the same rate.
So we do see a lot of value there.
Perfect.
Showing 221–233 of 233 · page 12 of 12
← Previous