Toby Rodes of Kaname Capital spoke at the Sohn Hong Kong 2024 conference. He joined GMO International Active in 2005, focusing on the Japanese market as a senior portfolio manager and managing special situation value sleeves for the GMO Asset Allocation group. Toby's expertise lies in small-cap investments, leveraging his Japanese language skills and relationships with management teams for an informational advantage.
He lived in Japan from 1993 to 2004, initially as a Rotary Japan Ambassadorial Scholar and later for graduate work at Keio University, Tokyo. Toby began his investment career in equity research at Dresdner Kleinwort Benson and Nikko Salomon Smith Barney in Tokyo, attended the Harvard Kennedy School, and managed funds at GMO. He also serves on the Board of Directors of the Japan Society of Boston and is a Haverford College graduate.
At the Sohn Hong Kong 2024 conference, Toby Rodes presented a compelling investment thesis centered on a $500 million market cap Japanese company that has long flown under the radar. Rodes, with 25 years of experience in Japanese value investing, delved deep into why