Ken Ichikawa Siazon discusses Southeastern Asset Management, Inc., and the Asia Pacific strategy. Mr. Siazon is value-focused and follows a business/people/price discipline. He looks to build a concentrated portfolio with strong businesses. He also wants the businesses to be run by managers who act like owners and to be available at a deep discount. Despite the volatility in Asia, the strategy has the flexibility to invest in the best opportunities regardless of market cap or location. According to Mr. Siazon, some of the trends creating opportunities include the cheapness of equities, the corruption crackdown in China, generational changes in management, the focus on capital efficiency in Japan and the weakness in natural resources.
Full interview available here.
Interview Highlights: Andrew Boord of Fenimore Asset Management on Investing Strategies
August 18, 2016
Interview Highlights: Chris Lagan and Todd Solomon of Congress Asset Management Company on Investing Strategies
August 31, 2016
Interview Highlights: William H. Mann III of Motley Fool Asset Management on Investing Strategies
September 29, 2016
Interview Highlights: James Morton of Santa Lucia Asset Management Ltd. on Investing Strategies
September 30, 2016
Interview Highlights: Paul Wong of Sprott Asset Management on Investing Strategies
October 19, 2016
