Japan's Investment Landscape
Toby shares his deep-rooted fascination with Japan, sparked by his grandfather's stories from the 1960s. The conversation delves into the evolving landscape of Japanese corporate governance and the potential for investment opportunities, highlighting past challenges and the current shift towards activism. Toby emphasizes the importance of understanding value traps and the implications of private equity in this new era of stewardship.In this clip
From this podcast
Capital Allocators – Inside the Institutional Investment Industry
Toby Rodes - Unlocking Value in Japan (EP.407)
Related Questions