Japan Specialist

Mark Chadwick

Over 20 years experience in equities and asset management in Asia and Japan. Qualified CFA with experience analyzing companies as a buy-side analyst. In-depth knowledge of company fundamental analysis, corporate governance and valuations.

Thematic (Sector/Industry)

<ul>
<li>Strategic Capital trimmed Sanyo Denki to ~13.2%, a gradual exit following withdrawal of April shareholder proposals after management signalled voluntary governance changes.</li>
<li>Strategic Capital continued building its A&amp;D Holon stake, targeting conglomerate discount and capital allocation improvements amid the company's semiconductor equipment exposure.</li>
<li>Elsewhere, Murakami's City Index Eleven added to Keikyu, 3D Investment Partners raised J. Front Retailing to 9.2%, with routine filings across Oasis, Silchester and others.</li>
</ul>


Strategic Capital trimmed Sanyo Denki to ~13.2%, a gradual exit following withdrawal of April shareholder proposals after management signalled voluntary governance changes.
Strategic Capital continued building its A&amp;D Holon stake, targeting conglomerate discount and capital allocation improvements amid the company's semiconductor equipment exposure.
Elsewhere, Murakami's City Index Eleven added to Keikyu, 3D Investment Partners raised J. Front Retailing to 9.2%, with routine filings across Oasis, Silchester and others.


Japan Activism Briefs | Sanyo Denki, A&D Holon