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Articles by Carl Vine, Portfolio Manager, M&G

Carl Vine, Portfolio Manager, M&G

Carl co-founded Oxford-based Port Meadow Capital Management, a boutique investment firm, in 2014. Prior to that, he worked as a Managing Director and Portfolio Manager for SAC Capital Advisors in Hong Kong and was the Asian-based member of their global investment committee. Before that, Carl was a Managing Director at UBS in Hong Kong, where he invested proprietary capital across Asia and Japan, and a Principal for TPG-Axon Capital. He began his career with Prudential Portfolio Managers in London, before relocating to Tokyo to open Prudential’s Japan office. Carl holds a Bachelor of Arts (Hons) in Politics, Philosophy & Economics from Oxford University.

Japan: hiding in plain sight

By Carl Vine, Portfolio Manager, M&G

Embark Adviser newsletter

Japanese equities have been performing rather well in recent years. In fact, over the past ten years the TOPIX generated a compound annual total return of 13%, in local currency terms... well above the mid-single digit returns of other markets. 

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