Activism in Japan
Andrew discusses the shift in investment strategy towards activism in Japan, highlighting the potential for significant returns despite market stagnation. He reflects on the resilience of activist managers during the 2008 crisis and how their approach to friendly, constructive activism proved effective. This realization led to a substantial increase in allocations towards this strategy in 2011 and 2012, marking a pivotal moment for their investment focus.In this clip
From this podcast
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