Capital Allocators – Inside the Institutional Investment Industry Toby Rodes - Unlocking Value in Japan (EP.407)
19 snips
Sep 23, 2024 
Join Toby Rodes, Co-Founder of Kaname Capital and a specialist in small-cap Japanese equities, as he dives into the vibrant landscape of Japanese markets. Discover why now is a prime moment for investing in Japan, the evolution of its corporate governance, and the role of private equity in this changing environment. Toby shares insights from his unique journey, blending his love for Japanese culture with financial expertise, and highlights innovative strategies for uncovering value in a market often seen as undervalued.
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Grandfather's Influence
- Toby Rhodes's grandfather, an industrialist, helped rebuild Japan's glass and steel industries after WWII.
- He shared captivating stories about Japan, sparking Rhodes's lifelong interest.
Kodak vs. Fujifilm
- Rhodes worked on the Kodak vs. Fujifilm trade dispute, revealing how Japanese distribution systems prioritized domestic products.
- This highlighted the insider-focused nature of Japanese capitalism.
Managed Competition
- In Japan, market winners are often predetermined due to managed competition.
- This presents opportunities for those who understand how these markets are organized.
