We're pleased to be featured in a recent Australian Financial Review article examining the growing interest in Japanese equities among Australian fund managers.
As a global equities fund with strategic investments in Japanese markets, Minotaur Capital has positioned itself ahead of this trend, with significant holdings in innovative Japanese tech companies.
Our portfolio manager, Thomas Rice, highlighted one of our top Japanese investments, COVER Corporation, as a key example.
"The business focuses on recruiting little-known streamers, developing characters around them, and monetising them through merchandising, live concerts, and brand partnerships with names like McDonald's in Japan," he said.
Rice also noted semiconductor company MegaChips, which provides security chips for Nintendo Switch cartridges and is embracing Japan's governance reforms through substantial share buybacks worth ¥10 billion ($102 million).
The article reports that Japanese equities have outperformed both the S&P500 and ASX200 over the past year, with the Nikkei 225 rising approximately 25%.
Our team continues to monitor Japan's corporate governance reforms and technological transformation as potential catalysts for further market gains in our global equities strategies.
To read the article, click the link below.