In this AGM review, Miyako Yorabe, Portfolio Manager of JPMorgan Japan Small Cap Growth & Income (LON:JSGI), provides a comprehensive overview of the fund’s performance over the past year.
The presentation covers the key aspects of the portfolio’s performance, highlighting both the successes and challenges faced. The review includes detailed analysis on the macroeconomic outlook for Japan, the fund’s strategic themes, and specific stock performance. Yorabe also discusses the broader market conditions, including the impact of corporate governance reforms and inflation trends in Japan, offering insights into the fund’s future positioning and strategy.
