2025 13D Monitor Active-Passive Investor Summit: Palliser Capital Pitches Two Asian Stocks Which Should At Least Double

James Smith, Founder and CIO of Palliser Capital, recently presented at the 2025 13D Monitor Active-Passive Investor Summit, emphasized his  thesis that significant, unlockable value exists within major Asian conglomerates - specifically in South Korea and Japan - that are suffering from crippling governance discounts and misallocated capital. Drawing on his extensive background, including time as Head of Elliott’s Hong Kong office, Smith’s strategy focuses on  actionable, multi-step plans designed to force corporate management to prioritize return-oriented capital allocation and resolve decades-long valuation gaps, aligning with local government initiatives aimed at boosting capital market efficiency. Palliser pitched two stocks which he believe could boost value through strategic asset utilization and governance reform.

Also see:

• 2025 Sohn Hong Kong: Palliser’s James Smith – This High-Quality Japanese Manufacturer Has 90% Upside
• 2025 Sohn Monaco: Palliser’s James Smith Bullish On This UK Stock – As It Pivots From High Street to High Growth

• 2024 Sohn SF: Palliser Capital Pitches A South Korean Mid-Cap

The Global Mandate for Active Value Creation

Palliser Capital targets companies where underlying asset values mismatched with market capitalization, often due to structural corporate governance issues or passive capital allocation. This strategy is particularly potent in Asia, where market-wide reform initiatives, such as South Korea’s "KOSPI 5,000" drive and the Tokyo Stock Exchange’s focus on pressuring companies trading below Price-to-Book (P/B) value, provide a favorable regulatory backdrop for shareholder activism. The firm’s analysis indicates that current discounts are not merely cyclical but rooted in solvable corporate structure and policy failures.