At the Sohn Investment Conference in San Francisco on October 28, 2025, Jun Y. Oh, founder of Griet Capital and longtime Wellington Management alum where he became Partner in 2009, pitched a quiet compounder in Japanese med-tech. The stock has niche leadership in three categories, a temporary China recall that distorted optics, and a completed capex cycle that turns a steady grower into a free cash flow machine.
Griet Capital is a hedge fund focused on investing in small-cap companies in Asia.
What it actually does
The company is a 70-year-old specialist that lives in unsexy, durable niches where precision wins and switching is painful. The company makes ophthalmic knives for cataract surgery, eyeless suture needles, and dental instruments and materials such as reamers, files, and diamond burs. Unit prices are tiny, quality requirements are unforgiving, and once a clinic standardizes its trays the vendor list rarely changes. That is the moat.
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Global for a small cap
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