Made in Japan
Made in Japan explores the hidden world of Japanese business, investing, and culture. The show covers companies, market trends, and cultural practices that shape Japan's economy. It is presented in English for an international audience interested in Japan. Listeners can expect context and insights that go beyond standard news coverage.
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Ep.6: On the GARP opportunity and launching Sohn Conference Tokyo
Our guest today is Masaki Gotoh, CIO and Founder of TriVista Capital. He is also the Co-Organizer of the inaugural Sohn Investment Conference in Tokyo alongside Seth Fischer of Oasis Management, Oki Matsumoto-san of Monex, and the Karen Leung Foundation.In this episode, Masaki-san and I went over the rich opportunity set in Japan for cheap growth companies often known as GARP. Sometimes they’re so
Ep.5: The case for Business Engineering Corp and the logistics industry with Thibaut Maissin
In this episode we hosted Thibaut Maissin, a Paris based global investor and portfolio manager of the World Micro Cap Fund at Gay-Lussac. What was unique was that his fund combines a quantitative and qualitative approach which led to their fund investing 20% of their portfolio in Japan. This episode is a little different than usual as we focus on a breakdown of some of his key investment ideas in
Ep.4: How to invest in Japanese growth stocks with Praveen Kumar
Our guest today is Praveen Kumar, Praveen has close to 2 decades of experience investing in growth equities as the former Portfolio Manager of the Baillie Gifford Shin Nippon Trust, the Japanese Smaller companies fund and as the co-deputy of the Baillie Gifford Japan Trust.Growth Equities have admittedly had a tough stretch these past few years. But it’s exactly why we felt this was a great conver
Ep.3: A Masterclass in Activism with Masumi Nishida
Our guest today is also our first-ever Japanese guest, Masumi Nishida from Dalton Investments. This is one of the rare few interviews that he’s done in English. Masumi-san is a Partner at Dalton Investments, a global investment firm that manages close to $6 billion dollars in assets across the firm's strategies. He is also managing director at Dalton Advisory KK and is part of the team that ru
Ep.2: From Spain to Japan, Deep Value Investing with Marc Garrigasait
In 2016, Marc and Gabriel launched the Japan Deep Value Fund from Spain without much experience investing in Japan. In fact, they had never set foot. Mind you, against decades of overwhelmingly negative sentiment. Today, their portfolio holds companies trading at 2x EV/EBITDA, sitting on more cash than their market caps, and many haven’t been touched by foreign investors. In this episode, Marc joi
Ep:1 Evolution of the Japanese Markets with Philip Partnow
Welcome to Made in Japan! Where we explore the hidden world of Japanese business, investing and culture.Our guest today is Philip Partnow, CIO and Co-founder of Chronus Capital Advisors. He's a lawyer turned investment banker turned Activist investor. Needless to say he's got a wealth of multidisciplinary knowledge on the Japanese markets and in particular on activism having been part of the movem
