In this latest Sharesify podcast special, James and Ian welcome Nicola Takada Wood, managing director of the AVI Japan Opportunity Trust (AJOT). This fund aims to capitalise on Japan’s increased focus on corporate governance, balance sheet efficiency and shareholder returns.
Nicola explains how ‘AJOT’ invests in undervalued, cash-rich companies and uses constructive engagement to unlock value. She also explains why the corporate reform story in Japan has still got legs under the country’s new PM.
Takada Wood talks us through the benefits of AJOT’s combination with Fidelity Japan Trust. This has created a larger trust with increased capability to take influential positions in companies where there are opportunities to unlock value.
Our special guest also enthuses over AJOT’s successful investment in Kurabo Industries (3106), a conglomerate that announced the restructuring of its unprofitable textile business.
How to get involved
If you are a company, a fund or investment trust and you’d like to come on the podcast, tell your story and expand your retail investor base, here’s your chance. Just email us at editorial@sharesify.com and we’ll do the rest.
For those tuning in via YouTube, please remember to click the Like and Subscribe buttons on our channel.
You can also follow us on X, Bluesky, Facebook or LinkedIn.
Disclaimer: This content is for information only and is not investment advice. Always do your own research before investing. Click here to see full disclaimer.