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)

Japan Industrials / Thematic (Sector/Industry)

<ul>
<li>Nippon Active Value Fund redeployed ~$30m from Trancom tender offer in November into existing holdings</li>
<li>Meisei Industrial offers solid fundamentals, undervalued multiples (3.9x EV/EBITDA, 1x P/B), and potential for shareholder-friendly actions.</li>
<li>Shinko Shoji buys back 10.36% of outstanding shares, following activist's stake, and potentially paving the way for future buybacks.</li>
</ul>


Nippon Active Value Fund redeployed ~$30m from Trancom tender offer in November into existing holdings
Meisei Industrial offers solid fundamentals, undervalued multiples (3.9x EV/EBITDA, 1x P/B), and potential for shareholder-friendly actions.
Shinko Shoji buys back 10.36% of outstanding shares, following activist's stake, and potentially paving the way for future buybacks.


Japan Activist Briefs | NAVF Back to Work After Trancom Windfall