"Capitalizing on Japan" with David Salem & Andrew McDermott
Hedgeye Podcasts
The Importance of Cap Allocation in the Investment Industry
For most so-called elite institutions they're underweight that five and to the extent they have that five it is almost exclusively in private equity or activist strategies which are designed explicitly to throw out Japanese managers. "Our industry is structured in a manner where people lump Japan into Asia that's right what's your Asia way as if Japan and China should be regarded as both apples or both oranges"
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