M&G Investments: Why is Japan worth being excited about? – Sunny Romo, Equities Investment Specialist

We look for situations where a specific debate or blind spot has driven a large wedge between the price and the value of a company. Our strategy utilises independent, proprietary research to identify and extensively research opportunities across a universe of curated stocks which have been carefully refined over 20-plus years. We deliberately concentrate our efforts on these companies where we can plausibly claim to have earned the right to a superior perspective on the debate. In our opinion, our edge does not come from better forecasting, but rather from the superior pricing of risk.