Capital Allocators – Inside the Institutional Investment Industry cover image

Howard Smith – Japanese Equities at Indus Capital (Manager Meetings, EP.35)

Capital Allocators – Inside the Institutional Investment Industry

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Intro

This chapter explores the journey of a portfolio manager who transitioned from a rural UK village to a prominent position in the Japanese investment scene. The discussion highlights their early experiences with travel, cultural exposure, and unique investment philosophies, providing insights into corporate governance in Japan.

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