Made in Japan

Business EN ↓ 3 episodes

This show is an exploration of the hidden world of Japanese Business, Investing and Culture

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Made in Japan

Episodes

Ep.3: A Masterclass in Activism with Masumi Nishida 24.06.2026 59:42

Our guest today is also our first-ever Japanese guest, Masumi Nishida from Dalton Investments. This is one of the rare few interviews that he’s done in English. Masumi-san is a Partner at Dalton Investments, a global investment firm that manages close to $6 billion dollars in assets across the firm's strategies. He is also managing director at Dalton Advisory KK and is part of the team that ru...

Ep.2: From Spain to Japan, Deep Value Investing with Marc Garrigasait 13.05.2026 44:22

In 2016, Marc and Gabriel launched the Japan Deep Value Fund from Spain without much experience investing in Japan. In fact, they had never set foot. Mind you, against decades of overwhelmingly negative sentiment. Today, their portfolio holds companies trading at 2x EV/EBITDA, sitting on more cash than their market caps, and many haven’t been touched by foreign investors. In this episode, Marc joi...

Ep:1 Evolution of the Japanese Markets with Philip Partnow 19.04.2026 1:19:32

Welcome to Made in Japan! Where we explore the hidden world of Japanese business, investing and culture. Our guest today is Philip Partnow, CIO and Co-founder of Chronus Capital Advisors. He's a lawyer turned investment banker turned Activist investor. Needless to say he's got a wealth of multidisciplinary knowledge on the Japanese markets and in particular on activism having been part of the move...