Interview Highlights: Ken Ichikawa Siazon of Southeastern Asset Management on Investing Strategies

September 19, 2016

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.