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Australian investors are finally warming to Japanese equities after years of avoiding them for “good macro reasons.”
While Japan has long been anathema to western investors, a series of corporate governance reforms are fueling renewed interest in the country. Japan’s status as a technologically advanced country with a happy, healthy population has long belied its stagnating economy and uncompetitive corporate landscape that has seen a slow grind downwards for markets since the…
Longlead Capital Partners, the boutique long/short equities manager formed by two key players in the success of Regal Funds Management, has launched a traditional unlisted unit trust to allow better access to its strategies among Australian and New Zealand investors. Longlead, founded by Tim Campbell and Andrew West in 2014, has so far produced some…