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News & Insights

Senjin Insights

Explore the latest Senjin Capital news and insights for investors seeking targeted exposure to the corporate reform theme in Japan. You’ll find timely market commentary on Japanese equities, corporate governance reform, and active shareholder engagement, highlighting opportunities in undervalued Japanese companies and the long-term structural return opportunity from shareholder activism.

Popular/featured articles:

Senjin Perspectives

Senjin Capital take you on a tour of our worldview — how we invest, why we love Japan’s public markets and what life is like through the long lens of engagement.

Activists protect minority holders in Japan buyout boom

Weak safeguards leave investors vulnerable in contested deals.

Recent posts:

James Halse interviewed on the ALx Report

Hear from our CFA, James Halse, on The ALx Report.

A conversation with Umezaki Tsubasa

A conversation between Jamie Halse and Umezaki Tsubasa on Tsubasa's life journey, his career, and activist investing in Japan.

Senjin Perspectives

Senjin Capital take you on a tour of our worldview — how we invest, why we love Japan’s public markets and what life is like through the long lens of engagement.

Soft99 Saga Continues: A Fantastic Test Case

Last month’s discussion of the activist investor who topped the 55% premium agreed management buyout of Soft99.

Activists protect minority holders in Japan buyout boom

Weak safeguards leave investors vulnerable in contested deals.

Activists in control

Dalton/NAVF today failed in its attempt to replace Fuji Media’s board at its AGM. Last week we discussed the difficulty inherent in replacing a board at an AGM, particularly where a smoking gun is lacking.

Japanese M&A enters new era under METI’s takeover blueprint

Seven & i's Couche-Tard offer reveals embrace of shareholders, foreign bids.

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