Deep Value Investing

The Case for Japan: Part 2

The ‘Not China’ trade, and where we think Japan’s best investment opportunities can now be found

May 10, 2024

The Case for Japan: Part 1

Party like it's 1989?!

May 9, 2024

‘Growth in Value’: Investing in Value Stocks with 'Hidden' Growth Assets

Searching for value among stocks with hidden growth investments: three case studies

Oct 26, 2021

The Death of Mean Reversion and the Case for 'Asia ex-China'

The COVID-19 melt-up, why mean reversion is currently not working for value investors, and a closer look at Asian inflows

Oct 25, 2020

'Capital Cycle' Investing: The Market-Cycle Diaries

The importance of understanding cyclicality and its role in investing

Jan 20, 2019

Shareholder Engagement & Activism in Asia

Reflecting on our experiences of shareholder engagement and activism in Japan and Vietnam

Jul 18, 2018

The Trials & Temptations of a Value Investor

Defining the 'value' in value investing, and why value investing means more than just searching for low P/B stocks

Oct 20, 2017

Looking for Inefficiencies & Defining our Downside

A closer look at two of Panah's investments in 'fallen angels': a Papua New Guinean gas explorer and a Japanese power plant service company

Jul 14, 2016

Two Case Studies: a Japanese 'Deep Value' Investment & a Thai 'Special Sit' Turnaround Opportunity

A closer look at two of Panah's investments: a Japanese real estate company and a Thai electronics manufacturer

Oct 11, 2015

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