Robert White discusses Oldfield Partners LLP. As a member of the firm’s global team, Mr. White concentrates on investing in Japan. He is a long-only value investor and runs well-diversified concentrated portfolios. Mr. White looks for stocks that are unloved by the rest of the market. Due to regulatory changes in Japan, companies are beginning to include outside directors in their decision-making process. Mr. White believes this will help unlock the value in these companies and provide shareholders with improved returns on their investments.
Full interview available here.