After the quake: Japan funds six months on

JAPAN SIX MONTHS ON

Heath Reidy speaks to four Japan fund managers about how the disaster affected their portfolios.

Chern-Yeh Kwok, Aberdeen Japan Growth Kwok's initial concern was his holdings may have suffered structural damage or disruption to their supply chain.    He then turned his attention to how quickly companies could recover. Despite early concerns that industries like automotive and electronics were going to be hit hard, Kwok stuck to his investment philosophy, which focuses on companies with strong balance sheets and cash which can be made readily available during difficult times. As a result he has not had to make any significant changes to the fund since the quake. "While there was...