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Articles by author

 
Katsuhiro Iwai CFA
Equity Portfolio Manager

Japan: Corporate reforms starting to bear fruit

While macro concerns are making many overseas investors cautious on Japanese equities, we believe that micro reforms are leading to substantive fundamental improvements. Further, the trend toward better... Read More

Mar 2016
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Video

W_lock Value realization in Japan: Seeking structural opportunities in a changing...

In this brief video, portfolio manager Katsuhiro Iwai shares his philosophy and process for identifying Japanese companies that are using cash effectively to create and realize long-term value. Read More

W_lock Japan’s improving capital management: From value to value realization

Reforms in Japan are progressing faster than the market recognizes, spurring cyclical and structural improvements to capital management. Read More