The Benefits of Being an Event Creator: How to Avoid Value Traps and Deliver Real Returns in Japan

David Baran presented his in-depth investment thesis on the benefits of being an event creator at Japan Investing Summit 2012.

Valuations of Japanese companies are cheap by any measure. However, many companies can be so-called value traps unless there is a catalyst through which underlying value becomes realized. In this session, veteran investor David Baran will describe the investment process that has enabled his SFP Value Realization Fund to deliver significant absolute returns since its founding in 2003, despite the negative performance of the overall Japanese equity market. Learn how M&A activity, MBOs and other forms of corporate actions create abundant opportunities for the focused investor.

About the instructor:

David Baran has over 20 years of experience investing in Japanese equities. He takes lead responsibility for market-related analysis and investment assessment. Prior to forming Symphony, Mr. Baran held senior management positions at Lehman Brothers, Goldman Sachs, and Barclays Capital in Tokyo, where he developed and managed Japanese equities and equity derivative proprietary trading strategies and activities. He moved to the buy side to establish and manage the Japanese public and private equity investment activities of a U.S. based hedge fund. Mr. Baran graduated cum laude with a B.A. in political economy from the University of California, Berkeley and an M.A. in international finance from Columbia University. He has lived in Japan for over 20 years and is fluent in Japanese.

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