Corporate Governance — The Next Catalyst For Japanese Equities

2014-08-06T16:46:45-07:00August 6th, 2014|Categories: Corporate Governance|Tags: , |

Overhauling corporate governance to harness the power of private enterprise is critical to Japan’s growth strategy. Better engagement between corporate management and shareholders should ultimately lead to higher returns for holders of Japanese equities. We are focused on companies that can generate sustainable free cash flow, earn returns well above their cost of capital and regularly conduct shareholder friendly capital management. A critical aspect of Japan’s growth strategy is overhauling corporate governance to harness the power of private enterprise. [...]