2025 Sohn London Conference: Palliser Capital Is Long This Japanese Stock Trading At 50% Of NAV

James Smith, the Founder and Chief Investment Officer of Palliser Capital, presented an investment thesis focused on unlocking value within the Japanese equity market at the 2025 Sohn London Conference. Formerly holding a high position at Elliott Management, James founded Palliser which focuses on activism in Asian securities. Palliser Capital manages approximately $1.5 billion in assets and seeks large, liquid, and deeply undervalued companies where value can be unlocked.

Also see:

• 2025 Sohn San Francisco Conference
• 2025 Delivering Alpha Conference
• 2024 Sohn London Investment Conference
• 2025 ETFGI Global ETFs Insights Summit

2025 Sohn London Conference: Palliser Capital’s James Smith