Ronald Chan was a speaker at the Value Invest New York Conference 2018. He presented a talk on SPARX Group, a Japanese asset management company. The thesis was that SPARX should benefit from a stronger Japanese stock market as its profitability is levered to market performance. At the current valuation, it provides an asymmetry of high potential return and limited downside risk.
The Value Invest New York Conference 2018 featured renowned Value Investors from different countries. It is also a showcase for other Value Funds to talk about investment ideas. Ronald and other speakers provided valuable insights into the methods and approaches that have made them successful, commented on the investment climate and offered specific investment ideas.
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Source: New York Value Investor Conference