Embracing Change
Toby discusses the challenges of investing in growth companies, particularly in Japan, where overvaluation is common. He shares a transformative experience with Hitachi, highlighting the potential for significant returns when embracing change. Additionally, he emphasizes the importance of avoiding value traps through a quant screen that identifies quality factors, ensuring investors can discover hidden gems in a market where many companies remain overlooked.In this clip
From this podcast
Capital Allocators – Inside the Institutional Investment Industry
Toby Rodes - Unlocking Value in Japan (EP.407)
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