Ted Seides interviews Toby Rodes, co-founder and managing partner of Kaname Capital, a value and quality-oriented small-cap Japanese equities firm. The conversation explores Rodes's personal journey and fascination with Japan, influenced by his grandfather's work there. They discuss the historical context of Japanese markets, including past investment challenges and recent changes in corporate governance. The interview also covers Kaname's investment process, value traps, the carry trade, and the potential for private equity in Japan's evolving corporate landscape. Seides also promotes a Capital Allocators University event for investor relations and business development professionals.
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