Podcasts Business Investing Capital Allocators – Inside the Institutional Investment Industry Howard Smith Japanese Equities at Indus Capital (Manager Meetings, EP.35)

Howard Smith Japanese Equities at Indus Capital (Manager Meetings, EP.35)

Published: Aug. 18, 2022, 8 a.m.

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On today\\u2019s 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\\u2019s conversation covers Howard\\u2019s upbringing in the rural United Kingdom, experience in Japan, and investment philosophy. They discuss Indus\\u2019s investment approach, global team structure, corporate governance in Japan, and opportunities on the horizon.

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