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  • Writer's picturePaul T. Rubens

Yuki Views Accord With Global Investing Icon, Gave

Updated: May 15, 2020

The Yuki Japan team was delighted to hear global investing icon, Charles Gave, express his constructive views towards Japanese equities and in particular, the non-financial growth sectors that make up the bulk of Yuki's exposure in the Rebounding Growth strategy.

In his May 11 report, Mr. Gave points to Japanese non-financial sectors, particularly those relating to domestic or Asian consumption, as among the safest investments an investor can make right now, for the following reasons:

  • The yen is undervalued.

  • Japanese non-financial stocks are undervalued.

  • Corporate debt, cash flows, and cash positions are unequaled anywhere.

  • Japanese shares are underowned.

  • Japan’s main competitor, Germany, has great structural problems.

The Yuki team is heartened to hear the views of such like-minded investors, in areas of the market Yuki has been committed to researching and investing in since its founding in the mid-1990s.

Being nimble as a manager means avoiding friction in trading positions, but in such research-driven firms like Yuki, also an ability to carry out the research needed to implement new positioning quickly.

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