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
SMC: Stock Story
Sarah Clark explores how SMC powers automation with precision pneumatics with engineering excellence.November 2025
Video|0 minute
Our best ideas in Japan
Thomas Patchett unwraps Softbank, Rakuten and Eisai, three companies driving new opportunities in Japan.September 2024
Video|3 minutes
Stock story: SoftBank
Matthew Brett discusses SoftBank and considers Japan’s exciting technological future.December 2023
Video|4 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 Core Growth Fund
The Japanese Core Growth Sub-fund aims to outperform (after deduction of costs) the TOPIX, as stated in sterling, over rolling five-year periods by investing in 60 to 80 holdings.
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.
Related investment strategies
Japan All Cap
Discover Japan's untapped potential. Focusing on fundamentals, we try to find mispriced, under-appreciated growth opportunities.
Japan Growth
Unearthing Japan's hidden opportunities, our strategy targets emerging disruptors, strong franchises, and corporate reform for growth.
Japan Smaller Companies
With in-depth insight into Japan's history, we aim to uncover undervalued opportunities for investors.