Arcus Japan & The opportunities Ahead. With Portfolio Managers Mark Pearson and Ben Williams.

Back in Feb 2024 we released a curated episode with Arcus Japan. We discussed why our guests were excited about the investment opportunities they identified in the Japanese stock market, and we explored Arcus’s clear, successful and unapologetic value approach.

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In this conversation, we try to understand what has changed in Japan, where the interesting companies are, and how ARCUS Japan is prosecuting this. To explain their conviction, we welcome portfolio managers, Mark Pearson and Ben Williams.

The conversation encompasses changes in corporate behaviour, catalysed by a new generation of Japanese managers in charge. We discuss Arcus’s value investment approach, and where they believe the undervaluations lie and why. They go over their investment process, corporate capital allocation discipline, governance, institutional allocations, and of course debt: gdp and the undervaluation of the Yen!