Sep 23, 2024
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.
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