TPG Axon’s Singh In Rare Interview Talks His Favorite Japanese Stocks

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TPG Axon’s Singh In Rare Interview Talks His Favorite Japanese Stocks

Dinakar Singh, TPG-Axon Capital founder & CEO, reveals his top stock picks for the year. Things aren’t that cheap anymore but Japan is the one place in the world where many companies have low margins, says Singh.

Transcript:

Massif Capital’s Top Short Bets In The Real Asset Space [Exclusive]

Screenshot 2022 08 10 18.57.51 1Since its founding by Will Thomson and Chip Russell in June 2016, the Massif Capital Real Asset Strategy has outperformed all of its real asset benchmarks. Since its inception, the long/short equity fund has returned 9% per annum net, compared to 6% for the Bloomberg Commodity Index, 3% for the 3 MSCI USA Infrastructure index Read More

look, i think for us, we want to make money by picking stocks but we look around the world and try and think through where we think things are unusually cheap and where they’re expensive.