Australia-Japan Society of NSW
What is actually happening in the Japanese stock market to cause this growth? What has been the impact of Abenomics or are other factors at play? What has been the impact of corporate governance issues and pressure for diversity?
These and other issues will be addressed by Scott Gilchrist, manager of the Platinum Japan Fund. Scott has recently returned from a trip to Japan, and will provide a perspective on the Japanese economy and where he sees the investment opportunities short and long-term.
Platinum Investment Management Limited is an Australian based fund manager which specialises in investing in international equities. Since its foundation in 1994, the company has grown to encompass a range of global, regional and sector investment products as well as a global listed investment company on the ASX.
The Japan Fund invests in Japanese and Korean stocks, ideally 40 to 80 securities that Platinum believes to be undervalued by the market. The proportion of Korean stocks is limited to 25%. The Fund has returned 51.9% in the year ended 31 May 2015.
Scott has a B Eng from University of Queensland and an MSc from Imperial College, London. He worked in the engineering and mining industries in consultancy, construction and operations, and in various countries including Indonesia, Jamaica and England, before joining Platinum in 2001. At Platinum, Scott is currently the sector leader for resources and industrial services, and in December 2014 he became the portfolio manager of the Platinum Japan Fund.
Registrations are now open. Sign up online or use the form.
The Australia-Japan Society of NSW Incorporated (AJS-NSW) aims to bring together Australian and Japanese people living in NSW to explore mutual interests.
AJS-NSW holds regular business, social and cultural functions, at various locations around Sydney.
PO Box R937, Royal Exchange NSW 1225
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