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.
Season’s Greetings
Wishing you all many happy returns for the festive season. In memory of our founder, Peter Butler, our Christmas donation goes to the University of Aberdeen Development Trust for their Aniridia research project. Aniridia is a rare genetic eye condition which effects...
BlackRock upgrades Japan stocks to overweight as bullish sentiment grows
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 valuations.'...
It is with great sadness that GO has to announce that Peter Butler, Founder Partner and Chairman of GO, passed away on Wednesday 3rd November 2021
It is with great sadness that GO has to announce that Peter Butler, Founder Partner and Chairman of GO, passed away on Wednesday 3rd November following a short illness. After two heart operations in late September, he was discharged from hospital at the beginning of...
Academic research finds our engagement superior to conventional shareholder activism in Japan.
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...
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
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...
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...
GO Investment Partners endorses the Task Force on Climate-related Financial Disclosures (TCFD)
Go Investment Partners (GO) is proud to announce its support for the recommendations of the Task Force on Climate-related Financial Disclosures (TCFD). The Financial Stability Board (FSB) established the Task Force on Climate-related Financial Disclosures (TCFD) in...
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...
Effective shareholder engagement
Our CEO, Paola Perotti recently contributed to the summer edition of Ethical Boardroom. We share the article with you here