Bernard Horn Comments on Asahi Group Holdings

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Aug 07, 2014

Japan’s Asahi Group Holdings (TSE:2502) and Meiji Holdings (TSE:2269) buoyed the consumer staples sector. Asahi Group is gaining market share for beer in Japan and its soft drink margins continue to improve.

From Bernard Horn (Trades, Portfolio)’s Polaris Global Value Fund Second Quarter 2014 Shareholder Letter.