Capital Ideas Podcast
From Jersey to Japan: The merits of global diversification
Nov 16, 2023
Portfolio manager Tomoko Fortune discusses her globally diverse life experience and how it led to an appreciation for global diversity in the investment business. Topics include transitioning from Japan to the US, lessons learned as a portfolio manager, the implications of AI on various sectors, successful investments with Netflix, and favorite parts of the job.
24:07
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Quick takeaways
- Tomoko's diverse background and experiences in both New Jersey and Japan have shaped her appreciation for global diversity in the investment business.
- Tomoko sees the AI paradigm shift as a major investment opportunity, particularly in the tech industry and sectors such as agriculture, healthcare, and automation.
Deep dives
Tomoko Fortune's background and interest in the investment business
Tomoko Fortune shares her unconventional background, having grown up in Japan after moving from suburban New Jersey as a child. She talks about the diverse perspectives and experiences she gained from growing up in Japan and how it shaped her as a person and investor. Her father's career as a trader in Japan also influenced her interest in finance. She later joined Goldman Sachs in Tokyo, where she had the opportunity to work with hedge funds and discovered her passion for investing.
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