Brian Lum, an investment manager at Baillie Gifford specializing in Japanese small caps, shares insights from his new role. He identifies Japan’s smaller companies as a prime growth opportunity, discussing standout firms like Weathernews, which uses AI for weather forecasts, and LITALICO, helping people with disabilities find work. Lum highlights the deep potential within Japan's market, the importance of in-person meetings, and the innovative ways companies integrate AI, making a strong case for why investors should not overlook this sector.
