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Baillie Gifford

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Investment capability

Japan equities

Japan offers access to the unexpected: unique technologies, premium brands and emerging digital disruptors. Our long-term, patient approach gives you access to this potential.

Woman in traditional Japanese dress walking on a path between tall bamboos.

Why invest in Japanese equities?

Japan is home to exceptional companies leading their field in sectors such as gaming, robotics and automation. It also has local champions, which dominate the domestic market by taking a distinctly Japanese approach. The region provides underappreciated potential to access several long-term structural growth opportunities.

How do we invest in Japanese equities?

We have a strong pedigree in Japan, having first invested in the region’s companies in the 1960s. This was followed by the launch of our first dedicated Japan portfolio in 1981.

We take a patient, long-term approach, seeking to back companies for five years and beyond. And our high-conviction portfolios contain a relatively small number of stocks in what we believe represent the very best of Japan.

Japan equities strategies

  1. High angle view of people walking at subway station in Kyoto, Japan.

    Japan All Cap

    Discover Japan's untapped potential. Focusing on fundamentals, we try to find mispriced, under-appreciated growth opportunities.
  2. Robotic arm welding in a futuristic assembly automotive manufacturing plant.

    Japan Growth

    Unearthing Japan's hidden opportunities, our strategy targets emerging disruptors, strong franchises, and corporate reform for growth.
  3. Asian female traveller photographing the spectacular nature scenics of Arashiyama Bamboo forest with smartphone while travelling in Kyoto, Japan.

    Japan Income Growth

    We try and find Japan's undervalued assets through a fundamentals-driven approach for investors seeking potential growth opportunities.
  4. Landscape view of Mount Fuji at night with a starlit sky.

    Japan Smaller Companies

    With in-depth insight into Japan's history, we aim to uncover undervalued opportunities for investors.

All our investment capabilities

Filtered by
  1. Caving team at the bottom of a deep cave wearing torches, with ropes hanging from the daylight above.

    Core growth

    Large, diverse portfolios of growth-focused holdings built with benchmarks and reduced volatility in mind.
  2. The Valencia City of Arts and Sciences at sunset.

    Equity and multi-asset income

    Seeking both dependable income and long-term capital growth.
  3. Two adventure cyclists on a single track road in the Scottish Highlands.

    Fixed income

    Targeting company and government bonds with a focus on long-term outcomes.
  4. Asian woman working in vegetable greenhouse.

    Flexible growth

    Portfolios containing a mix of firms focused on disruption, steady compounding and timely capital allocation.
  5. A honey hunter hanging off a cliff on a rope ladder.

    High growth

    Concentrated portfolios of fast-growth companies, typically holding between 25 and 50 stocks.

Important information

Baillie Gifford Overseas Limited (ARBN 118 567 178) is registered as a foreign company under the Corporations Act 2001 (Cth) and holds Foreign Australian Financial Services Licence No 528911. The information in this area is provided to you on the basis that you are a “wholesale client” within the meaning of section 761G of the Corporations Act 2001 (Cth) (“Corporations Act”). Please advise Baillie Gifford Overseas Limited immediately if you are not a wholesale client. In no circumstances should the information in this area be made available to “retail clients” as defined by the Corporations Act.

The information in this area contains general information only. It does not take into account any person’s objectives, financial situation or needs.