Reported 11 months ago
The Janus Henderson Japan Opportunities Fund, managed by a Janus Henderson Investors portfolio manager, has shifted investments towards undervalued Japanese financial firms, with holdings reaching around 18.05% of the total. The fund, led by Junichi Inoue, has seen a 15% return this year, outperforming the MSCI Japan Index. Inoue's bullish stance is supported by the expected 9.7% rise in sector dividends in the next 12 months, highlighting the positive outlook for Japanese financial companies benefiting from increased shareholder gains and lower valuations compared to the broader market.
Source: YAHOO