Shareholder Activism in Japan with Nippon Active Value | Ep.59

We meet Paul ffolkes Davis of the Nippon Active Value Fund to discuss how shareholder activism works in a market that is steeped in traditional decorum and that is often resistant to change. Get our free daily newsletter on market movers at www.thearmchairtrader.com If there are companies you would like the Armchair Trader to feature in future episodes reach us on www.thearmchairtrader.com 0:59 Introduction to Nippon Active Value and Rising Sun 5:16 How is Japan dealing with the pandemic 9:49 Characteristics of Japanese businesses 14:13 Engaging with the management of Japanese companies 19:33 Company culture, shareholder activism and taking the gloves off 28:51 Does the existing shareholder register affect the choice of target company? 31:07 Why not employ a Sterling-Yen hedge? 32:25 Why should UK investors choose Nippon Active Value Fund?