Japan Value Lunch

Fund Managers Gerard Cawley and Chris Smith will outline their outlook for Japanese equities as the corporate reform cycle continues to reshape the opportunity set. They will explore why drivers such as capital efficiency, balance sheet optimisation and accelerating M&A activity remain central to their investment case. 

With investor attention shifting from policy announcements to implementation, they will discuss how their strategy, focused on high-quality, undervalued businesses, is well positioned to benefit from improving capital discipline and a greater focus on shareholder returns.

Please arrive at 12:30pm for a 12:45pm start.