- 6
- Episodes
- 12
- Ratings
- Monthly
- Cadence
- 2026
- First episode
About Made in Japan
This show is an exploration of the hidden world of Japanese Business, Investing and Culture
- Publisher
- Made in Japan
- Category
- business
- Language
- en
- Explicit
- No
- First episode
- 19 Apr 2026
- Latest episode
- 5 Oct 2026
Latest episodes
6 episodes in the feed.
5 Oct 2026
Ep.6: On the GARP opportunity and launching Sohn Conference Tokyo
Our guest today is Masaki Gotoh, CIO and Founder of TriVista Capital. He is also the Co-Organizer of the inaugural Sohn Investment Conference in Tokyo (https://www.sohnconference.org/tokyo) alongside Seth Fischer of Oasis Management, Oki Matsumoto-san of Monex, and the Karen Leung Foundation. In this episode, Masaki-san and I went over the rich opportunity set in Japan for cheap growth companies often known as GARP. Sometimes they’re so cheap I personally like to call it GASP (Growth At Silly Prices - honestly, I sometimes literally do gasp). He kindly shared thoughts on several of his holdings like eguarantee and timee, as well as key themes he thinks are worth betting on, many of what can be described as second derivatives of key trends. This included an angle for AI specifically in Japan. As a long-term investor, he also talks about his unique portfolio management style which adjusts to the characteristics of the Japanese markets – and how one ought to think about ‘compounding’ here, as well as sage advice on how to build relationships with Japanese management. As someone who experienced the bubble period of Japan, we also talked about how the energy of Japan is changing, there’s just this air of excitement which we can’t quite put a pulse on as the market reaches historic highs, and why this still makes him (and btw me) excited about the opportunities ahead of us in Japan – despite some already turning their eye towards Korea for another governance play. We also discuss why everyone should be attending the first ever Sohn Conference in Japan, and even gave us a teaser of what he will be presenting! The Sohn Conference is something I’m looking forward to and to me, finally having one in Tokyo marks a beginning of a new era for capital markets in Japan. I can’t wait to be there! I will be providing some coverage and some key insights that I hope to learn. I look forward to seeing you there -so come find me! Disclaimer The information provided in this podcast is for general informational and entertainment purposes only and should not be considered financial, investment, legal, tax, or any other form of professional advice. Investing in financial markets involves risk, and it is possible to lose money. Past performance is not indicative of future results. The hosts and guests of this podcast are not financial advisors, brokers, or registered investment advisors. The opinions and views expressed in this podcast are solely those of the individuals involved and do not represent the views of any affiliated organizations. Before making any financial decisions, you should conduct your own thorough research and due diligence. It is strongly recommended that you consult with a qualified financial advisor or other relevant professional who can take into account your individual circumstances, financial goals, and risk tolerance. We make no representations or warranties of any kind, express or implied, about the completeness, accuracy, reliability, suitability, or availability with respect to the information, products, services, or related graphics contained in this podcast for any purpose. Any reliance you place on such information is therefore strictly at your own risk. We shall not be liable for any loss or damage, including without limitation, direct, indirect, or consequential loss or damage, or any loss or damage whatsoever arising from loss of data or profits arising out of, or in connection with, the use of this podcast. By listening to this podcast, you acknowledge that you understand and agree to this disclaimer.
14 Sept 2026
Ep.5: The case for Business Engineering Corp and the logistics industry with Thibaut Maissin
In this episode we hosted Thibaut Maissin, a Paris based global investor and portfolio manager of the World Micro Cap Fund at Gay-Lussac. What was unique was that his fund combines a quantitative and qualitative approach which led to their fund investing 20% of their portfolio in Japan. This episode is a little different than usual as we focus on a breakdown of some of his key investment ideas in Japan. He shares his thesis on Japanese ERP software company, Business Engineering Corp, the impact of AI, as well as his bullish stance on the logistics sector and why this is an attractive sector from both a growth and deep value perspective. In this episode we discuss: What led to them allocating 20% of their portfolio to Japan His thesis on Business Engineering Corp Why mission-critical ERP software companies are here to stay Where opportunities lie for Japanese ERP players despite the presence of SAP How the logistics sector may be one of the more attractive sectors for Deep Value Opportunities Some of his favourite ideas in the sector Disclaimer The information provided in this podcast is for general informational and entertainment purposes only and should not be considered financial, investment, legal, tax, or any other form of professional advice. Investing in financial markets involves risk, and it is possible to lose money. Past performance is not indicative of future results. The hosts and guests of this podcast are not financial advisors, brokers, or registered investment advisors. The opinions and views expressed in this podcast are solely those of the individuals involved and do not represent the views of any affiliated organizations. Before making any financial decisions, you should conduct your own thorough research and due diligence. It is strongly recommended that you consult with a qualified financial advisor or other relevant professional who can take into account your individual circumstances, financial goals, and risk tolerance. We make no representations or warranties of any kind, express or implied, about the completeness, accuracy, reliability, suitability, or availability with respect to the information, products, services, or related graphics contained in this podcast for any purpose. Any reliance you place on such information is therefore strictly at your own risk. We shall not be liable for any loss or damage, including without limitation, direct, indirect, or consequential loss or damage, or any loss or damage whatsoever arising from loss of data or profits arising out of, or in connection with, the use of this podcast. By listening to this podcast, you acknowledge that you understand and agree to this disclaimer.
22 Jul 2026
Ep.4: How to invest in Japanese growth stocks with Praveen Kumar
Our guest today is Praveen Kumar, Praveen has close to 2 decades of experience investing in growth equities as the former Portfolio Manager of the Baillie Gifford Shin Nippon Trust, the Japanese Smaller companies fund and as the co-deputy of the Baillie Gifford Japan Trust. Growth Equities have admittedly had a tough stretch these past few years. But it’s exactly why we felt this was a great conversation to have, and understanding why there are some interesting opportunities today. We loved hearing his experience as someone who looks at a different corner of the Japanese market to many foreign investors who tend towards deep value. What’s also remarkable is that he’s learnt to invest in Japan without speaking Japanese! When he first started, translation wasn’t easily available and he’s had to learn the hard way. Through his 2 decades of experience talking to Japanese companies and investing in them, he shares practical insights on investing in Japanese growth companies. Whether its about how to talk to Japanese management teams, how to assess them, or how to understand the cultural context of Japanese business. He also mentions several interesting investment ideas that are solving uniquely Japanese problems today. In this episode we discuss: Why language barriers are an overrated deterrent to investing in Japan The unique red flags and green flags when looking at Japanese companies What kind of companies have been multi-baggers How to build rapport with Japanese companies Some of the unique consumer behaviours in Japan Investing in SoftBank The invisible market cap ceiling for Japanese companies Some of the best resources to learn about Japanese culture …and more We hope this gives our listeners a deeper insight into why in addition to statistically cheap companies, there are interesting opportunities in growth equities - and the tools and insights to improve your research process for fundamental analysis in Japan. Disclaimer The information provided in this podcast is for general informational and entertainment purposes only and should not be considered financial, investment, legal, tax, or any other form of professional advice. Investing in financial markets involves risk, and it is possible to lose money. Past performance is not indicative of future results. The hosts and guests of this podcast are not financial advisors, brokers, or registered investment advisors. The opinions and views expressed in this podcast are solely those of the individuals involved and do not represent the views of any affiliated organizations. Before making any financial decisions, you should conduct your own thorough research and due diligence. It is strongly recommended that you consult with a qualified financial advisor or other relevant professional who can take into account your individual circumstances, financial goals, and risk tolerance. We make no representations or warranties of any kind, express or implied, about the completeness, accuracy, reliability, suitability, or availability with respect to the information, products, services, or related graphics contained in this podcast for any purpose. Any reliance you place on such information is therefore strictly at your own risk. We shall not be liable for any loss or damage, including without limitation, direct, indirect, or consequential loss or damage, or any loss or damage whatsoever arising from loss of data or profits arising out of, or in connection with, the use of this podcast. By listening to this podcast, you acknowledge that you understand and agree to this disclaimer.
24 Jun 2026
Ep.3: A Masterclass in Activism with Masumi Nishida
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 runs Nippon Active Value Fund (NAVF) a UK-listed investment trust, and their dedicated fund for their activist strategy in Japan. This is an honest conversation on both the opportunities and the underappreciated difficulties of being an activist investor in Japan, and it’s a rare occasion where you’ll get to learn through his firsthand experience. In this episode, we discuss: • Why the activist opportunity in Japan is so compelling today and how he looks for ideas • The practical realities and difficulties of being an activist in Japan that may go overlooked • Understanding the minds of Japanese boards and executives • How social media is changing the landscape for activism globally • A run-through of one of their previous major activist campaigns Fuji Media • Dalton’s ambitions with Helios Techno • What he recommends foreign investors do when investing in Japan He also shares his unique recommendation for when visiting Japan, so make sure to listen to the end! Needless to say, we had a blast learning from him. It was as insightful as much as it was humorous. Having grown up in Australia, he’s got such an interesting background himself. He’s so Aussie that the recording platform struggled to transcribe some of what he said. Thankfully, he did refrain from using slang that everyone else outside of Australia don’t understand. We hope you enjoy this conversation. Disclaimer The information provided in this podcast is for general informational and entertainment purposes only and should not be considered financial, investment, legal, tax, or any other form of professional advice. Investing in financial markets involves risk, and it is possible to lose money. Past performance is not indicative of future results. The hosts and guests of this podcast are not financial advisors, brokers, or registered investment advisors. The opinions and views expressed in this podcast are solely those of the individuals involved and do not represent the views of any affiliated organizations. Before making any financial decisions, you should conduct your own thorough research and due diligence. It is strongly recommended that you consult with a qualified financial advisor or other relevant professional who can take into account your individual circumstances, financial goals, and risk tolerance. We make no representations or warranties of any kind, express or implied, about the completeness, accuracy, reliability, suitability, or availability with respect to the information, products, services, or related graphics contained in this podcast for any purpose. Any reliance you place on such information is therefore strictly at your own risk. We shall not be liable for any loss or damage, including without limitation, direct, indirect, or consequential loss or damage, or any loss or damage whatsoever arising from loss of data or profits arising out of, or in connection with, the use of this podcast. By listening to this podcast, you acknowledge that you understand and agree to this disclaimer.
13 May 2026
Ep.2: From Spain to Japan, Deep Value Investing with Marc Garrigasait
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 joins us to unpack the once-in-a-generation thesis that drew him to Japan and why he calls it “the easiest decision of my life”. We dig into: Why they decided to launch a dedicated Japan Deep Value fund The “no English filings = mispriced asset” arbitrage that powered his fund and his secret weapon to overcome cultural barriers Why Japanese Accounting standards are underrated The 2023 inflection point: how Hiromi Yamaji quietly engineered the biggest revolution in the Tokyo Stock Exchange in decades Why they think the next 10–20 years of Japanese small caps could mirror US markets 50 years ago What they’ve seen over the last 10 years and their evolution as a Japan Investor: Going from pure deep value into a diversified portfolio of value and growth Stocks that excite them most today, including Tsubakimoto Kogyo: a 100-year-old trading company hiding in plain sight and heir bullishness on Private equity and consolidators This is a must listen for those who are interested in investing in Japan but are reluctant due to the language and cultural barriers. He talks about how he’s gotten comfortable and overcoming those challenges. Finally a special thank you to Marc for being willing to do this interview in English which isn’t his first language and because we couldn’t do it in Spanish…! Disclaimer The information provided in this podcast is for generalinformational and entertainment purposes only and should not be consideredfinancial, investment, legal, tax, or any other form of professional advice.Investing in financial markets involves risk, and it is possible to lose money.Past performance is not indicative of future results. The hosts and guests of this podcast are not financialadvisors, brokers, or registered investment advisors. The opinions and viewsexpressed in this podcast are solely those of the individuals involved and donot represent the views of any affiliated organizations. Before making any financial decisions, you should conductyour own thorough research and due diligence. It is strongly recommended thatyou consult with a qualified financial advisor or other relevant professionalwho can take into account your individual circumstances, financial goals, andrisk tolerance. We make no representations or warranties of any kind,express or implied, about the completeness, accuracy, reliability, suitability,or availability with respect to the information, products, services, or relatedgraphics contained in this podcast for any purpose. Any reliance you place onsuch information is therefore strictly at your own risk. We shall not be liable for any loss or damage, includingwithout limitation, direct, indirect, or consequential loss or damage, or anyloss or damage whatsoever arising from loss of data or profits arising out of,or in connection with, the use of this podcast. By listening to this podcast, you acknowledge that youunderstand and agree to this disclaimer.
19 Apr 2026
Ep:1 Evolution of the Japanese Markets with Philip Partnow
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 movement in it's early days. He's worked with people like Yoshiaki Murakami of M&A Consulting and Seth Fischer of Oasis Management - and has been a direct witness to the evolution over the last two decades. He has some incredible stories and we thought he would be the perfect first guest to provide us an introduction into the unique world and history of the Japanese markets. We discuss things like: Reasons why Activism struggled in the past and why that's changing Why Activism in Japan is still a huge opportunity today Some of the misconceptions of doing Activism in Japan How Japanese companies think about M&A and some of his favourite things to do in Japan! We hope you enjoy this episode. You can find more details on his fund at: https://chronus-cap.com/ Disclaimer: The information provided in this podcast is for generalinformational and entertainment purposes only and should not be considered financial, investment, legal, tax, or any other form of professional advice.Investing in financial markets involves risk, and it is possible to lose money.Past performance is not indicative of future results. The hosts and guests of this podcast are not financialadvisors, brokers, or registered investment advisors. The opinions and views expressed in this podcast are solely those of the individuals involved and do not represent the views of any affiliated organizations. Before making any financial decisions, you should conductyour own thorough research and due diligence. It is strongly recommended that you consult with a qualified financial advisor or other relevant professional who can take into account your individual circumstances, financial goals, andrisk tolerance. We make no representations or warranties of any kind,express or implied, about the completeness, accuracy, reliability, suitability, or availability with respect to the information, products, services, or related graphics contained in this podcast for any purpose. Any reliance you place onsuch information is therefore strictly at your own risk. We shall not be liable for any loss or damage, includingwithout limitation, direct, indirect, or consequential loss or damage, or any loss or damage whatsoever arising from loss of data or profits arising out of, or in connection with, the use of this podcast. By listening to this podcast, you acknowledge that youunderstand and agree to this disclaimer."
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- Apple Podcasts (US)
- 4.0 / 5
- 4 ratings
- Spotify
- 4.8 / 5
- 8 ratings
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