))
Toby Rodes - Unlocking Value in Japan (EP.407)
Manage episode 441374552 series 3558418
Innehåll tillhandahållet av Ted Seides – Allocator and Asset Management Expert, Ted Seides – Allocator, and Asset Management Expert. Allt poddinnehåll inklusive avsnitt, grafik och podcastbeskrivningar laddas upp och tillhandahålls direkt av Ted Seides – Allocator and Asset Management Expert, Ted Seides – Allocator, and Asset Management Expert eller deras podcastplattformspartner. Om du tror att någon använder ditt upphovsrättsskyddade verk utan din tillåtelse kan du följa processen som beskrivs här https://sv.player.fm/legal.
Toby Rodes is the Co-Founder and Managing Partner at Kaname Capital, a value- and quality-oriented manager of small-cap Japanese equities.
Our conversation covers the case for Japan and why this time is different. We discuss Toby’s deep-rooted fascination with Japan, his education in Japanese culture, and his transition to investing on the sell side and at GMO. We turn to the past false starts of Japanese activism, recent changes in corporate governance, and Kaname’s process to take advantage of the opportunity. Lastly, we touch on value traps, the carry trade, and the potential for private equity activity in a new era of Japanese corporate stewardship.
Learn More Follow Ted on Twitter at @tseides or LinkedIn Subscribe to the mailing list Access Transcript with Premium Membership
643 episoder
Dela
