Video – Reform Creates Compelling Opportunities in Japan

James Halse,

Jamie joined Platinum in 2011 as an analyst covering consumer stocks and became portfolio manager of the More

19 Jan 2022

Increasing compliance with Japan’s Corporate Governance Code, thanks in large part to shareholder pressure, is driving significant reform in corporate Japan. More and more companies are divesting of underperforming businesses, selling non-core assets, cutting costs, embracing digital transformation and returning cash to shareholders. Simple changes in capital allocation policies can deliver outstanding results, as portfolio manager Jamie Halse explains.

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