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Interview

Activist investor ValueAct makes $3.5bn contrarian bet on Japan

After Olympus stake, U.S. firm finds its approach fits many Japanese companies

American investment firm ValueAct Capital has allocated more than 400 billion yen ($3.5 billion) in Japan since 2017.   © Reuters

NEW YORK -- Japan is home to many companies "underappreciated by the capital markets," says a partner at American investment firm ValueAct Capital, which has made the Asian economy its second-largest destination after the U.S.

The California-based activist investor, which manages assets for big institutional investors, has allocated more than 400 billion yen ($3.5 billion) in Japan since 2017, D. Robert Hale told Nikkei in an interview.

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