In the next three episodes of HedgeD, we take a deep dive into Nippon, which is the Japanese name for Japan. Nippon literally means “the sun’s origin,” but is often translated into “Land of the Rising Sun,” stemming from Japan’s easterly position relative to China. In this episode, we discuss Morgan Creek’s history of allocating to Japan, before bringing it to the present in the next two episodes. First, through a macro overview with Russell Clark of Russell Clark Investment Management; then, through a fundamental discussion with Eduardo Costa of Calixto Global about Japan Digitization. Please be on the lookout for these episodes to drop in the coming weeks.
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