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Willis Owen Research Commentary

Manager Andrew Rose has run Japanese-equity portfolios since the 1980s and is one of the most experienced equity managers in the peer group. He has a forward-looking view and prefers companies that he believes have the potential to surprise on the upside over a two- to three-year period. His approach is closely aligned with the methodical process used by the team backing him. Rose displays a sensible awareness of macro trends and market behaviour, which is a strong complement to his stock-picking skills. Portfolio construction is largely unconstrained and investments are generally driven by fundamental conviction.

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