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Baillie Gifford

Capital at risk

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. Asian woman working in vegetable greenhouse.

    Flexible growth

    Portfolios containing a mix of firms focused on disruption, steady compounding and timely capital allocation.
  4. 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

The information provided does not constitute an offer of or solicitation for purchase or sale of securities or provision of any investment services. Baillie Gifford does not currently have any funds that offer securities under a simplified prospectus for general offer or sale within Canada. No securities regulatory authority in Canada has reviewed or in any way passed upon this website or the merits of any investment available, and any representation to the contrary is an offence.

Persons resident or domiciled in Canada should consult with their professional advisers as to whether they require any governmental or other consents in order to enable them to trade.

You can read details of our Legal and Important Information here.

 

Trade Matching Statement

This Trade-Matching Statement is being provided in accordance with National Instrument 24-101 -"Institutional Trade Matching and Settlement" and Companion Policy 24-101 CP (the "National
Instrument"). It applies to all trades that are subject to the National Instrument. View the whole statement.