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Jun 22, 2022Liked by Rei Saito

although there are several good funds that invest based on restructuring of japan value companies (GMO, HorizonKinetics,...), the expenses and minimums are much too high. it seems the simplest approach for u.s. investors is smid-cap 'weighted' value ETFs like EWJV or EWJE, but here you obviously miss out on outstanding company-specific selection and activism. (and many brokers do not allow trading in low liquidity shares even if otc listed)

assuming the dollar/yen ratio is now near record std deviations, would be great to hear any alternate suggestions.

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