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June 2017

Goldman Sachs Japan Equity Partners Portfolio: Q&A with Ichiro Kosuge


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At GSAM, we are positive on Japanese Equities given the potential for corporate earnings growth, improving company fundamentals, ongoing corporate reforms and a gradual recovery in the domestic economy. In addition, we feel that the weak Yen and improving global demand should be a good tailwind for Japanese corporates. In this Q&A, Ichiro Kosuge, Lead Portfolio Manager of the GS Japan Equity Partner Portfolio, outlines why he believes the current environment is the best it’s been for both active and growth investing in Japan for the last 25 years.

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