Unlocking Value in Japan
With:
Toby Rodes
Episode: 407
September 23, 2024
Capital Allocators
Toby Rodes is the Co-Founder and Managing Partner at Kaname Capital.
Toby Rodes
-
Unlocking Value in Japan
Episode: 407
September 23, 2024
Capital Allocators
Loading Audio Player...
Episode Description:
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.
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.