FEG Insight Bridge Podcast with Pleiad Investment Advisors

EPISODE DESCRIPTION

Kenneth Lee and Michael Yoshino—co-founders of Pleiad, a Hong-Kong-based, absolute return-oriented, fundamental equity investment strategy with a focus in the Asia Pacific Region–have made a name for themselves over the past decade as on-the-ground experts on investing in Asia.

In this Insight Bridge, Kenny and Mike share with Greg their insights on Asia’s post-COVID trajectory, where opportunities might lie going forward, how to best navigate the sometimes-mysterious Asian markets, and how different countries are beginning to recover from the COVID slump. They also discuss the path for China and Japan going forward, the importance of investing on the back of good fundamentals and a strong thesis rather than relative momentum, and the advantage of having a nuanced understanding of the region. You won’t want to miss this intriguing and educational episode!

KEY TAKEAWAYS

“We find the interactions to be very different when the inbound calls to the companies are to provide them with some insights, or provide them with help, as opposed to, as we call it, being very transactional, where you’re just trying to extract information from management teams.” - Kenneth Lee

“We don't think Japan is that interesting from a macro or top-down market perspective, given obviously there's a long-term lack of growth and given the significant demographic headwinds. But for us it's always been a great stock picking market at the micro level.” - Michael Yoshino

Disclosures

This information was prepared by Fund Evaluation Group, LLC (FEG), a federally registered investment adviser under the Investment Advisers Act of 1940, as amended, providing non-discretionary and discretionary investment advice to its clients on an individual basis. Registration as an investment adviser does not imply a certain level of skill or training. The oral and written communications of an adviser provide you with information about which you determine to hire or retain an adviser. Fund Evaluation Group, LLC, Form ADV Part 2A & 2B can be obtained by written request directed to: Fund Evaluation Group, LLC, 201 East Fifth Street, Suite 1600, Cincinnati, OH 45202 Attention: Compliance Department.

This information is prepared for informational purposes only. It does not address specific investment objectives, or the financial situation and the particular needs of any person who may receive this presentation. Neither the information nor any opinion expressed in this report constitutes an offer, or an invitation to make an offer, to buy or sell any securities.

The information herein was obtained from various sources. FEG does not guarantee the accuracy or completeness of such information provided by third parties. The information in this presentation is given as of the date indicated and believed to be reliable. FEG assumes no obligation to update this information, or to advise on further developments relating to it.