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