Craig Pho

Is Japan Our Future?

Our latest edition of The View from Burgundy, titled “Is Japan Our Future? Investing in Deflationary Times,” is now available!

As bottom-up value investors, we look for quality companies that can be purchased at discounted prices no matter where they may be domiciled – and we have successfully invested in Europe, despite heightened uncertainty over the fate of the Eurozone, and in Japan over the past 14 years, despite continual deflation. With this extensive background on investing in deflationary times, we thought it would be a good exercise to look back on our experiences while investing in Japan, in order to see what can be learned in case these conditions begin to spread to other areas of the world.

To view this and other editions of The View from Burgundy, please visit the Library section of our website.




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