SFP Value Realization toasts returns


The SFP Value Realization Fund is off to a good start in 2011, up 6.58% in February and 8.73% for the year.

The Japan equity fund benefited from an 18% gain in the month for Nippon Ceramics on the back of positive financial results, explains Symphony Financial Partners’ David Baran. Several of the fund’s other large positions saw price moves of more than 10% during the month due to strong results announcements.

In an environment where it can be difficult to get investor attention for the Japan story, the SFP Value Realization Fund has recently seen a significant