Finding balance among the weighty issues.

Allianz RCM Japan fund manager Kazuyuki Terao talks to Jim Robinson about fundamentals in stock selection . Jim Robinson

The GBP26.2m Allianz RCM Japan fund, managed by Kazuyuki Terao, prides itself on a bottom-up approach using fundamental research. According to Mr Terao, he and his team use macroeconomic information for stock selection by identifying positive and negative sectors in terms of fundamentals. "Put simply, our investment style is growth at a reasonable price," he says. "We tend to make investment decisions by trying to maintain the balance between ...