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Capital Allocators – Inside the Institutional Investment Industry

Aug 18, 2022

On today’s Manager Meeting, David Huang interviews Howard Smith. David is an Associate Director at UTIMCO, the $66 billion investment company that manages the largest public endowment fund in the country. Howard is a Partner and Portfolio Manager of the Japan strategies at Indus Capital, an Asia-focused investment firm that manages $3.5 billion, including $1 billion focused on Japan. Indus was founded in 2000 by its Non-Executive Chairs, Sheldon Kasowitz and David Kowitz, upon spinning out of Soros Fund Management.

David and Howard’s conversation covers Howard’s upbringing in the rural United Kingdom, experience in Japan, and investment philosophy. They discuss Indus’s investment approach, global team structure, corporate governance in Japan, and opportunities on the horizon.

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