Video Transcript

Seven of our teammates came on this trip from all different roles. We saw 46 companies, mostly small cap. And I think the interesting thing that I found was even though Japan is modernizing and it’s 2022 there's still a lot of differentiation we can find between large cap and small cap. And there's a lot of primary research you can do on the small-cap side because a lot of these companies are still undiscovered. You’re not finding English language research yet. So, it’s really interesting from that perspective and important for us to come here and actually see the companies and meet with them. And that's been really interesting.


September 2022

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