Constructive Activism: A Proven Approach

Yasunori Nakagami and Masaki Gotoh presented their in-depth investment thesis on Constructive Activism at Japan Investing Summit 2012.

Yasunori Nakagami, co-founder of the Asuka Value Up Fund, and Masaki Gotoh, portfolio manager of the Asuka Value Up Fund, share their distinct, constructive activist approach to unlocking value at Japanese companies by becoming an influential shareholder and working in partnership with management for the long term. Nakagami-san and Gotoh-san will highlight the Japanese equity landscape and describe their investment process that reflects the opportunities in this environment for their “Value Up” strategy – a strategy that has helped the Asuka Value Up Fund continuously outperform Japanese equity indices since the Fund’s inception in 2005.

About the instructor:

Yasunori Nakagami is the president of Asuka Corporate Advisory and the director of Asuka Asset Management. He brings nearly 20 years of management consultancy experience to the firm. He co-founded Asuka Corporate Advisory with Asuka Asset Management in April 2005. Prior to this, he worked at Andersen Consulting (now Accenture) and Corporate Directions, Inc. where he rose to the level of partner. During his time as a management consultant, he developed, implemented and managed strategy planning for clients from a wide range of industries, including telecommunications, broadcasting, life insurance, apparel and real estate. Nakagami received his B.A. in Economics from Keio University, and he has an MBA from University of California, Berkeley.

Masaki Gotoh is the portfolio manager of the Asuka Value Up Fund. He started his career as a systems engineer at Hitachi. He then joined Goldman Sachs in charge of equity derivatives research. After co-founding a venture startup specializing in intranet knowledge search, he re-joined Goldman Sachs as head of derivatives and trading research. He then moved to Morgan Stanley in charge of international proprietary trading. He later joined SPC Japan (Standard Pacific Capital, LLC’s Japan advisory) as a fundamental, bottom-up, long-short investment analyst. After that, he joined the Asuka Value Up Fund. Mr. Gotoh received his B.A in Engineering from Cornell University and he has a Masters in Management from J.L. Kellogg Graduate School of Management, Northwestern University.

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