“Japan activism is a very interesting strategy, but we…” — Capital Allocators – Inside the Institutional Investment Industry at 40:03
“Japan activism is a very interesting strategy, but we don't have to stay there. We'll go there opportunistically in a multi-asset mandate. Long short traded credit. Is it enduring? Not so clear. Is it a niche that has the moats that these other niches we've talked about have no?”
0:00
48:19