Japan has long been touted as the best place to find bargains for value investors, but Japanese positions are rare for North American value focused hedge funds. International value fund Moab Capital Partners, which manages $601 million for clients, seems to be an exception to this rule. In the firm’s February letter to investors, Michael M. Rothenberg, Portfolio Manager writes about a new equity position in Kyushu Railway, a Japanese railway privatization established during the month of January.
Moab Capital Partners On Japanese Value Stock
Kyushu Railway was recently privatized by the government of Japan which sold 100% of its stake in...
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