Japanese Equities at Indus Capital
With:
Howard Smith
Episode: 35
August 18, 2022
Manager Meetings
On today’s Manager Meeting, David Huang interviews Howard Smith.
Howard Smith
-
Japanese Equities at Indus Capital
Episode: 35
August 18, 2022
Manager Meetings
Loading Audio Player...
Episode Description:
David is an Associate Director at UTIMCO, the $66 billion investment company that manages the largest public endowment fund in the country. Howard is a Partner and Portfolio Manager of the Japan strategies at Indus Capital, an Asia-focused investment firm that manages $3.5 billion, including $1 billion focused on Japan. Indus was founded in 2000 by its Non-Executive Chairs, Sheldon Kasowitz and David Kowitz, upon spinning out of Soros Fund Management.
David and Howard’s conversation covers Howard’s upbringing in the rural United Kingdom, experience in Japan, and investment philosophy. They discuss Indus’s investment approach, global team structure, corporate governance in Japan, and opportunities on the horizon.
Listen and Follow:
Most Recent Episodes:
The content and use of these transcripts is intended for the use of premium members only. Unless expressly granted permission by Ted, each corporate subscriber can share transcripts within their organization (if less < 50 employees) and both corporate and individuals subscribers can share two (2) transcripts with two (2) non-paying members, after which any non-paying members should consider a membership.
All opinions expressed by Ted and podcast guests are solely their own opinions and do not reflect the opinion of the firms they represent. This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions.
All opinions expressed by Ted and podcast guests are solely their own opinions and do not reflect the opinion of the firms they represent. This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions.