Howard Smith – Japanese Equities at Indus Capital (Manager Meetings, EP.35)
Capital Allocators – Inside the Institutional Investment Industry · Ted Seides – Allocator and Asset Management Expert
August 18, 202253m 44s
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Show Notes
On today's 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. Learn More Follow Ted on Twitter at @tseides or LinkedIn Subscribe to the mailing list Access Transcript with Premium Membership