Activism in Japan

Even with the pandemic, investors are continuing to voice their concerns with Japanese companies, whether it be for governance improvements, capital allocation, clarification of corporate strategy, etc.

Together with J-IRIS, a subsidiary of Mizuho Securities in Japan, we invited highly influential active investors as well as mainstream investors to share with us, in a frank way, what are their main concerns with corporate Japan, how they engage with their portfolio companies and fellow investors, and why decide to make their concerns public.

Michael Allison

Partner

Independent Franchise Partners

Seth Fischer

Chief Investment Officer

Oasis Capital Management

Masanaga Kono

Japan Research Representative

Marathon Asset Management

Karin Ri

Director, Responsible Investment

Asset Management One