Latest JEF News

Here you can stay up to date with our latest news as well as looking back at all our past posts and key events.

Warren Buffett & Shareholders Activism by Locals in Japan

Warren Buffett & Shareholders Activism by Locals in Japan

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...

Our Analysis of Recent Corporate Governance Changes in Japan

Our Analysis of Recent Corporate Governance Changes in Japan

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...

Our Analysis of Recent Corporate Governance Changes in Japan

GO Investment Partners’ Statement on COVID-19

In light of the rapidly changing news around the COVID-19 epidemics, we wanted to update you further as to how GO and our partner Tokio Marine Asset Management are dealing with the government guidelines in the locations in which we operate. The entire GO team is set...

Activist Insight Online

Activist Insight Online

In the latest issue of Activist Insight Online, Paola Perotti, Managing Partner at GO Investment Partners LLP, shares her thoughts on the reasons why board related activism is rising in Japan. Paola warns that while board related activism may be a straightforward...

Our Analysis of Recent Corporate Governance Changes in Japan

Effective shareholder engagement

Our CEO, Paola Perotti recently contributed to the summer edition of Ethical Boardroom. We share the article with you here

FRC report on Disclosure on the sources and use of cash

FRC report on Disclosure on the sources and use of cash

We are delighted to share with you a report prepared by the Financial Reporting Lab of the Financial reporting Council on Disclosures on the sources and uses of cash in statutory accounts.   The authors summarise some of their findings thus: “The understanding of the...

OSU Foundation invests in the JEF

OSU Foundation invests in the JEF

We are very honoured to announce that The Oklahoma State University Foundation (OSU Foundation) has become an investor in the TMAM-GO Japan Engagement Fund (“the JEF”),  The JEF adopts a culturally effective “Japanese way” of engagement with Japanese companies to...