Overview
Atlantis Japan Growth aims to achieve long term capital growth through investment wholly or mainly in listed Japanese equities. Atlantis Japan Growth may invest up to 100 per cent of its gross assets in companies quoted on any Japanese stock exchange including, without limitation, the Tokyo Stock Exchange categorised as First Section, Second Section, JASDAQ, Mother and Tokyo PRO, or the regional stock exchanges of Fukuoka, Nagoya, Sapporo and Osaka Securities Exchange. The Company may also invest up to 20 per cent of its net asset value at the time of investment in companies listed or traded on other stock exchanges but which are either controlled and managed from Japan or which have a material exposure to the Japanese economy.
The company’s website is found by clicking this link.
Research History
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17 Oct 2023 14 min read
QuotedData’s Investment Companies Quarterly Review – Third Quarter 2023
Third quarter of 2023 Investment Companies | Quarterly roundup | October 2023 Kindly sponsored by abrdn ‘Uncomfortable’ Following a fast start to the first half of the year, globally equities took a breather in Q3, as markets assessed the implications of the worst bond sell-off in a generation. Yields on 10-year US treasuries and UK […]
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05 Jan 2023 90 min read
QuotedData’s Economic and Political Monthly Roundup January 2023
Economic and Political Monthly Roundup Investment companies | Monthly | January 2023 A collation of recent insights on markets and economies taken from the comments made by chairs and investment managers of investment companies – have a read and make your own minds up. Please remember that nothing in this note is designed to encourage […]
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09 Oct 2020 7 min read
QuotedData’s Investment Companies Roundup – October 2020
Investment Companies Roundup Kindly sponsored by Baillie Gifford and Aberdeen Standard Investments Table of contents New research Performance data Discounts and premiums Money in and out Major news stories Events Guide Appendix – Performance by sector full list New research Here is a list of research we published over September: Standard Life Investments Property Income Trust – […]
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10 Mar 2020 7 min read
QuotedData’s Investment Companies Roundup – March 2020
Investment Companies Roundup Kindly sponsored by Baillie Gifford and Aberdeen Standard Investments Table of contents New research In this issue Performance data Discounts and premiums Money in and out Major news stories Income Events Guide New research Here is a list of research we published over February: An initiation note on Montanaro UK Smaller Companies Trust (MTU) […]
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10 Jan 2020 8 min read
QuotedData’s economic roundup – January 2020
Economic & Political Roundup Kindly sponsored by Polar Capital and Allianz A collation of recent insights on markets and economies taken from the comments made by chairmen and investment managers of investment companies – have a read and make your own minds up. Please remember that nothing in this note is designed to encourage you […]
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07 Aug 2019 3 min read
QuotedData’s investment companies roundup – August 2019
Investment Companies Roundup New research Over July, we published notes on CQS New City High Yield, BlackRock Throgmorton, Strategic Equity Capital, Seneca Global Income & Growth, CG Asset Management, Standard Life Investments Property Income and Aberdeen New Dawn. You can read all these notes by clicking on the links above or by visiting www.quoteddata.com. In this issue Performance data – appetite […]
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5 min read
QuotedData’s economic roundup – August 2019
Economic & Political Roundup A collation of recent insights on markets and economies taken from the comments made by chairmen and investment managers of investment companies – have a read and make your own minds up. Please remember that nothing in this note is designed to encourage you to buy or sell any of the […]
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22 Mar 2019 1 min read
QuotedData’s investment companies roundup – March 2019
QuotedData’s investment companies roundup – March 2019 is our latest roundup of news; price, NAV and discount movements; flows in and out of the sector and report on full year dividends announced over the month of February 2019. Kindly sponsored by Baillie Gifford. JPMorgan Chinese, Fidelity China and Pacific Horizon benefited from a booming Chinese market in […]
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18 Jan 2019 1 min read
QuotedData’s investment companies roundup – January 2019
QuotedData’s investment companies roundup – January 2019 is our latest roundup of news; price, NAV and discount movements; flows in and out of the sector and report on full year dividends announced over the month of December 2018. Kindly sponsored by Baillie Gifford. Extract from money raised and returned in December The only new issue […]
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15 Aug 2018 1 min read
QuotedData’s Economic round up – August 2018
QuotedData’s Economic round up – August 2018 is a collation of recent insights on markets and economies taken from the comments made by chairmen and investment managers of investment companies – have a read and make your own minds up. Please remember that nothing in this note is designed to encourage you to buy or sell […]
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07 Feb 2018 2 min read
QuotedData investment companies roundup – February 2018
QuotedData investment companies roundup – February 2018 – is our latest roundup of news; price, NAV and discount movements; flows in and out of the sector and report on full year dividends announced over the month of January 2018. Kindly sponsored by Baillie Gifford. The oil price was up again over the month and this helped propel […]
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18 Jan 2018 1 min read
QuotedData – 2017 review of the year
QuotedData – 2017 review of the year – Many commentators, including us, were wary going into 2017. In the event, economic growth and markets surprised on the upside: US markets hit new highs despite three interest rate rises. Perceived low/no growth areas such as Europe and Japan burst into life. Asia’s technology stocks surged. India’s […]
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10 Nov 2017 1 min read
QuotedData investment companies roundup – November 2017
QuotedData investment companies roundup – November 2017 – is our latest roundup of news; price, NAV and discount movements; flows in and out of the sector and report on full year dividends announced over the month of October 2017. Kindly sponsored by Baillie Gifford. November Investment Companies Roundup Globalworth Real Estate’s discount was eliminated after it announced […]
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19 Oct 2017 1 min read
Quarterly investment companies roundup – Third quarter 2017
Quarterly investment companies roundup – Third quarter 2017 – Markets moved up a little over the course of the three months ended 30 September 2017. Regionally, emerging markets did well. The pound strengthened a bit relative to the US dollar but was flat against the euro. The oil price rose by more than 20%. In […]
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12 Oct 2017 1 min read
QuotedData investment companies roundup – October 2017
QuotedData investment companies roundup – October 2017 – is our latest roundup of news; price, NAV and discount movements; flows in and out of the sector and report on full year dividends announced over the month of September 2017. Kindly sponsored by Baillie Gifford. October Investment Companies Roundup Amongst the top performers, Alternative Liquidity Fund sold its […]
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14 Sep 2017 2 min read
QuotedData’s economic round up – September 2017
QuotedData’s economic round up – September 2017 – is a collation of recent insights on markets and economies taken from the comments made by chairmen and investment managers of investment companies – have a read and make your own minds up. Please remember that nothing in this note is designed to encourage you to […]
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08 Apr 2015 1 min read
Is Japan on the road to recovery? – a look at the sector
A falling population, enormous government debt, low to no growth, persistent deflation; this is not most people’s idea of the recipe for attractive investment returns. While they disagree on the impact of government efforts to kick-start the economy, the investment managers of investment companies specialising in Japan believe many Japanese companies can thrive regardless. Japan
News
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22 Sep 2023 1 min read
QuotedData’s weekly news update 22nd September 2023
Thank you to everyone that listened in today, whether you watched the Zoom live, on Facebook or on YouTube. In this week’s show, Matthew Read covered the week’s top stories: • HICL Infrastructure (0:25) • GCP Infrastructure/GCP Asset Backed Income (2:24) • HydrogenOne Capital Growth (7:46) • Nippon Active Value (12:00) • Pollen Street (13:22) […]
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11 Aug 2023 1 min read
QuotedData’s weekly news show 11th August 2023
Thank you to everyone that listened in today, whether you watched the Zoom live, on Facebook or on YouTube. In this week’s show, James Carthew covered the week’s top stories: • GCP Infrastructure / GCP Asset Backed Income / RM Infrastructure (0:40) • Nippon Active Value / Atlantis Japan Growth (13:56) • HydrogenOne Capital Growth […]
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6 min read
Atlantis Japan Growth to merge with Nippon Active Value
Atlantis Japan Growth (AJG) and Nippon Active Value (NAVF) have both announced this morning that their boards have agreed heads of terms for a proposed merger of the two trusts with AJG rolling over into NAVF. Similarly to the abrdn Japan (AJIT) scheme, which is already underway, the transaction would result in a larger company […]
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07 Jul 2022 1 min read
Atlantis Japan NAV sinks
Atlantis Japan’s results for the year ended 30 April 2022 confused me as the chairman’s statement managed to avoid telling investors what the NAV return was. However, it is in the announcement – in the investment adviser’s report – and it’s not great – a -21.3% total return in a year where the TPOIX benchmark […]
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09 Jul 2021 3 min read
Atlantis Japan Growth significantly outperformed the TOPIX
Atlantis Japan Growth (AJG) has announced its annual results for the year ended 30 April 2021., during which it significantly outperformed the TOPIX Total Return Index. During the year, AJG provided an NAV total return of 22.9% and a share price total return of 31.3%, both significantly ahead of those of the TOPIX Total Return […]
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11 Dec 2020 1 min read
QuotedData’s morning briefing 11 December 2020
In QuotedData’s morning briefing 11 December 2020 – Over its half-year period to 31 October 2020, Atlantis Japan Growth (AJG) delivered a total NAV return of 27.3%. This compares with the TOPIX total return index of 7.3%. In the results release, it is noted that “the manager believes that Japan’s economy has bottomed out and has […]
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09 Jul 2020 1 min read
Atlantis Japan discount widens despite dividend hike
Atlantis Japan discount widens despite dividend hike – Atlantis Japan Growth Fund has announced results for the year ended 30 April 2020. Over the year, the NAV total return was -3.3%, which compares to a +0.8% return from TOPIX. The discount widened and so investors saw the share price drop by 8.5%. At the 2019 AGM, shareholders […]
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19 Jul 2018 1 min read
Investment Trust Insider on how to grow trusts
Investment Trust Insider on how to grow trusts James Carthew: imponderable questions in quest for scale Last week I addressed the uphill battle Ashoka India Equity (AIE) faces if it wants to expand, having raised just £46.5 million in its flotation. It is by no means the smallest fund out there, however. Many of the very smallest funds […]
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10 Jul 2018 2 min read
Atlantis Japan has another great year
Atlantis Japan has another great year – Atlantis Japan Growth Fund has published results for the year ended 30 April 2018. The NAV per share increased by 38.8% compared to an increase of 13.5% for the TOPIX in GBP. Aided by this strong NAV performance, the market capitalisation has now increased to over GBP110m. The discount was 9.6% on […]
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18 Sep 2017 2 min read
Atlantis Japan to scrap subscription rights
Atlantis Japan to scrap subscription rights – Atlantis Japan Growth’s Board announced on 2 August 2017 that it was reviewing the appropriateness of continuing with the annual subscription rights mechanism following the 2017 subscription date (2 October 2017). The annual subscription rights mechanism enables shareholders to subscribe for one new ordinary share for every five ordinary shares […]
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01 Aug 2017 2 min read
Large cap underweight holds back Atlantis Japan
Large cap underweight holds back Atlantis Japan – Atlantis Japan Growth has published its Annual Results for the year ended 30th April 2017. The year ended 30th April 2017 marked the first anniversary of the appointment of Taeko Setaishi as the lead fund adviser in succession to Ed Merner – although the team approach continues at […]
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10 Oct 2016 1 min read
Atlantis Japan expands as embedded subscription rights exercised
Atlantis Japan has reported that 7,614,446 embedded subscription rights (like subscription shares but a right that attaches to the ordinary shares and doesn’t trade separately) have been exercised at 143.76p, raising c£11m for the company. AJG : Atlantis Japan expands as embedded subscription rights exercised
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04 May 2016 1 min read
LIM’s proposals for Atlantis Japan rejected
Atlantis Japan reports that 56.27% of the votes cast on the poll were against LIM’s Resolution, which sought to instruct the Board to put to shareholders proposals for the restructuring and/or liquidation of the company. Accordingly, LIM’s Resolution was not passed. Noel Lamb, Chairman of Atlantis Japan Growth Fund, said: “The vote against the resolution […]
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19 Apr 2016 10 min read
LIM Asia sets out its case against Atlantis Japan
LIM Asia Multi Strategy has published its reasons for requisitioning a meeting to restructure Atlantis Japan. We reproduce this in full below: “Proposal for the reconstruction and/or liquidation of Atlantis Japan Growth Fund Limited (“Atlantis Japan” or “the Fund”) LIM Advisors has published a letter to shareholders of Atlantis Japan (“Shareholders”), detailing its concerns […]
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18 Mar 2016 1 min read
Atlantis Japan Growth Fund under attack from LIM Asia Multi-Strategy Fund
Atlantis Japan Growth Fund has announced that, on 17 March 2016, it received from LIM Asia Multi-Strategy Fund Inc. (a registered holder of more than 10% of the issued share capital), a requisition to convene a general meeting of the company. The company says that the purpose of the requisitioned meeting is to consider a […]
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09 Mar 2016 1 min read
Atlantis Japan shakes up manager line-up
Following a review of the management of Atlantis Japan Growth’s portfolio, the Board, the Company’s investment manager, Tiburon Partners LLP, and its investment adviser, Atlantis Investment Research Corporation, have agreed a number of changes which the Board believes will enhance investment performance and improve communication with existing and potential new investors. In particular: Ed Merner […]
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11 Dec 2013 1 min read
Atlantis Japan : AJG
Atlantis Japan Growth announced its interim results for the six months ended 31 October 2013. In NAV terms AJG outperformed its benchmark, the Topix, returning 5.1% vs. 2.9%. The manager believes the Tokyo market looks good value on a price / earnings and price / book basis. They also note that domestic investors have started buying […]
