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Money Maze Curated PodcastsAuthor: Curated Podcasts - With Simon Brewer
Designed for finance professionals, these episodes offer in-depth insights into a range of investment funds and other businesses, with guests from some of the most innovative and respected firms in the industry. Hosted by Simon Brewer and produced by the Money Maze Podcast team, these shows are produced in partnership with the featured firms, ensuring we can bring you more entertaining and educational content for free! Language: en Genres: Business, Investing, Management Contact email: Get it Feed URL: Get it iTunes ID: Get it |
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Arcus Japan & The opportunities Ahead. With Portfolio Managers Mark Pearson and Ben Williams.
Episode 35
Monday, 9 November, 2026
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. 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!
