Howard Smith – Japanese Equities at Indus Capital Capital Allocators – Inside the Institutional Investment Industry On this Manager Meeting, David Huang interviews Howard Smith. David is an Associate Director at UTIMCO, the $66 billion investment company that manages the largest public endowment fund in the country. Howard is a Partner and Portfolio Manager of the Japan strategies at Indus Capital, an Asia-focused investment firm that manages $3.5 billion, including $1 billion focused on Japan. Indus was founded in 2000 by its Non-Executive Chairs, Sheldon Kasowitz and David Kowitz, upon spinning out of Soros Fund Management. David and Howard’s conversation covers Howard’s upbringing in the rural United Kingdom, experience in Japan, and investment philosophy. They discuss Indus’s investment approach, global team structure, corporate governance in Japan, and opportunities on the horizon.

Capital Allocators – Inside the Institutional Investment Industry

Howard Smith – Japanese Equities at Indus Capital (Manager Meetings, EP.35)

US-China Update Call with Partner and PM John Pinkel, and special guest speakers, William C. McCahill, Jr., Senior Fellow at the National Bureau of Asian Research, and Josh Cheng, Executive Director of the Stanford Center at Peking University in Beijing.

Disclaimer: The information within is being provided for informational purposes only and is not intended as an offer or recommendation to buy, hold or sell any security. It is not intended to be an offer of the Indus’ funds, which are offered only through a confidential private placement memorandum. Statements you may hear, about individual companies, industries and market conditions are based on facts available currently and are not intended as investment advice or as a prediction of future events or performance. Opinions may change as facts and circumstances change. Current and future portfolio holdings are also subject to change. There can be no assurance that the Indus Funds’ investment strategies will be successful.

US - China Update Call 06.10.2020

Host: Byron Gill
Speakers: Rodney Jones & John McDermott of Wigram Capital Advisors
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Wigram Capital Advisors is an Asia-focused macro-economic advisory firm, 
established in 2001. 
 
Rodney Jones is the Principal at Wigram. He has worked in Asia for 30 years. Immediately prior to founding Wigram Capital in Hong Kong in 2001, Jones worked with the founders of Indus in his role as Managing Director and Partner at Soros Fund Management in Hong Kong, responsible for providing macro analysis and advice on Japan, China and the rest of Asia for the Quantum Group of Funds.  
 
John McDermott leads the data science team at Wigram. He is a former assistant Governor of the Reserve Bank of New Zealand, and has a Ph.D in econometrics from Yale. Wigram has closely tracked and modeled the Coronavirus pandemic from early stages, providing critical analysis and advice to the New Zealand government, and other regional central banks.
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The information within is being provided for informational purposes only and is not intended as an offer or recommendation to buy, hold or sell any security. It is not intended to be an offer of the Indus’ funds, which are offered only through a confidential private placement memorandum. Statements you may hear, about individual companies, industries and market conditions are based on facts available currently and are not intended as investment advice or as a prediction of future events or performance. Opinions may change as facts and circumstances change. Current and future portfolio holdings are also subject to change. There can be no assurance that the Indus Funds’ investment strategies will be successful.

Indus Capital Partners