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Toby Rodes - Unlocking Value in Japan (EP.407)
Manage episode 441374552 series 3558418
Innhold levert av Ted Seides – Allocator and Asset Management Expert, Ted Seides – Allocator, and Asset Management Expert. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Ted Seides – Allocator and Asset Management Expert, Ted Seides – Allocator, and Asset Management Expert eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.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
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