Interview with Gregor Trachsel on Japan

Why we overweight Italy and Japan

In an interview with Fundview, our CEO Sven Sommer talks about the reasons for our high allocation to Japanese and Italian equities and why the perception of a value approach is more positive again.

About Fundview

Fundview is a news platform that provides flexible and independent coverage of the asset management and wealth management industry. A special focus is on fund boutiques and asset managers. The daily coverage focuses on exciting fund concepts, especially from fund boutiques. For investors, added value is provided by finding real investment gems beyond the flagships of large asset managers.