GMO Commentary: Usonian Japan Value Strategy

By Drew Edwards

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Dec 29, 2021
Summary
  • A video discussion.
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Japanese equities are a relatively inefficient asset class undergoing significant structural changes. They provide a compelling long term opportunity, particularly to investors willing to engage with company management. Value stocks are especially attractive in Japan today given wide valuation discounts. Drew Edwards, Head of Usonian Japan Equity, discusses these topics as well as the unique attributes that lie behind the attractiveness of Japanese equities.

Watch video here.

Disclosures

I/we have no positions in any stocks mentioned, and have no plans to buy any new positions in the stocks mentioned within the next 72 hours. Click for the complete disclosure