Overview
Donald Farquharson, head of the Japanese Equity Team at Baillie Gifford, speaks to Japan-based strategy researchers Akiko Hirai and Satoko Ishino.
Related insights

SAINTS: fallen to earth?
Scottish American Investment Company manager James Dow discusses the trust's quality holdings and long-term growth drivers.December 2025
Video|46 minutes
Fairytales and fundamentals revisited
Jonny Greenhill on Long Term Global Growth’s patient approach to backing transformative companies.November 2025
Webinar|32 minutes
Pacific Horizon: Manager Insights
Roderick Snell discusses recent themes, portfolio changes, and the outlook for Pacific Horizon Trust.November 2025
Video|5 minutes
Related funds

Japanese Fund
The Japanese Fund aims to outperform (after deduction of costs) the TOPIX, as stated in sterling, by at least 1.5 per cent per annum over rolling five-year periods.
Japanese Income Growth Fund
The Japanese Income Growth Fund aims to outperform (after deduction of costs) the TOPIX, as stated in sterling, by at least 1 per cent per annum over rolling five-year periods, through a combination of income and capital growth while maintaining a portfolio yield higher than the TOPIX.
Japanese Smaller Companies Fund
The Japanese Smaller Companies Fund aims to outperform (after deduction of costs) the MSCI Japan Small Cap Index, as stated in sterling, by at least 1.5 per cent per annum over rolling five-year periods.