by James Han | Dec 15, 2021
Sentiment in the services sector soars to a two-year high with positive growth forecast for Japan in 2022. ‘The world’s largest asset manager becomes the latest fund house to turn positive on the country, citing corporate earnings upgrades and attractive...
by James Han | Jul 5, 2021
We are proud to share a copy of a very interesting academic study with you today, which has recently been made available to the general public relating to our Japan Engagement Fund (JEF). The research was conducted independently and without any financial support from...
by James Han | Jun 28, 2021
Unlike the many failures seen with conventional shareholder activism in Japan, an independent academic group finalized their view that GO’s unique engagement approach has had much better success. The academic group was a joint effort from Waseda University, London...
by James Han | Feb 25, 2021
We typically provide you updates on our engagement strategy as well as bottom-up developments as we believe that our unique engagement approach works regardless of the macro picture. However, we would like to flag two very interesting top-down trends during the last...
by James Han | Feb 18, 2021
In light of the recent interest on the often-overlooked changes in Japan corporate governance we would like to share with you our updated view of this evolving story. There has certainly been a lot of news on the political situation as well as the coronavirus during...
