Activist investing is back. On this week's episode of Merryn Talks Money, Merryn Somerset Webb speaks with Joe Bauernfreund, chief executive of Asset Value Investors, about buying quality companies at deep discounts—and actively forcing a catalyst.

The conversation spans Japan’s ongoing governance-driven rerating, South Korea’s push to be the new Japan and moneymaking special situations from Mitsubishi Logistics to News Corp. They also unpack why AVI tilts away from the US, how private-equity trusts and buybacks can unlock value and what the future might be for the UK’s ailing investment trust industry.

Activist investing is back. On this week's episode of&nbsp;Merryn Talks Money, Merryn Somerset Webb speaks with Joe Bauernfreund, chief executive of Asset Value Investors, about buying quality companies at deep discounts&mdash;and actively forcing a catalyst.
The conversation spans Japan&rsquo;s ongoing governance-driven rerating, South Korea&rsquo;s push to be the new Japan and moneymaking special situations from Mitsubishi Logistics to News Corp. They also unpack why AVI tilts away from the US, how private-equity trusts and buybacks can unlock value and what the future might be for the UK&rsquo;s ailing investment trust industry.

Merryn Talks Money with Bloomberg senior columnist Merryn Somerset Webb is your key to understanding how markets work – and how you can make them work for you. Every episode features a relaxed but in-depth conversation with a fund manager, a strategist, a Bloomberg expert or just someone Merryn finds particularly interesting in any given week. Listen in for the kind of insights and explanations everyone can use to help them make better saving and investing choices.

Merryn Talks Money with Bloomberg senior columnist Merryn Somerset Webb is your key to understanding how markets work – and how you can make them work for you. Every episode features a relaxed but in-depth conversation with a fund manager, a strategist, a Bloomberg expert or just someone Merryn finds particularly interesting in any given week. Listen in for the kind of insights and explanations everyone can use to help them make better saving and investing choices.

Merryn Talks Money

How to Find—and Force—Value From Tokyo to Seoul

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/24479719-fdf1-44b9-88ef-b37401179837/transcript

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