The QUAERO CAPITAL team is pleased to invite you to a lunch presentation hosted by Rupert Kimber, manager of the Quaero Capital Taiko Japan Fund.
Following our research trip to Japan this month, findings support the view that the structural consolidation opportunities are still very mispriced and present a great opportunity.
The Quaero Capital Taiko Japan Fund applies a pragmatic value investment style based around corporate restructuring and industry consolidation. The opportunity for a sustained improvement in shareholder returns continues to become more visible.
Please join us for a compelling discussion on the current environment, outlook and investment opportunities in Japan.