July 14 2017
The Japanese REIT market is homogenous and somewhat mysterious. Notwithstanding the above, we have identified investible opportunities within the broader Japanese property market that satisfy our desire for superior cash flow growth.
We continue to manage our global property fund in a benchmark agnostic manner. This affords us the opportunity to invest in securities and themes that others shun or only adopt in a very delayed manner.
In addition, we remain true to our core approach of investing in accordance with our Growth at a Reasonable Price investment style.
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