Stocks Neat
Stocks Neat
Forager Funds
The Land of the Rising Return: Forager in Japan
25 minutes Posted Oct 3, 2025 at 1:00 am.
0:00
25:13
Download MP3
Show notes
In the latest Stocks Neat episode, Steve Johnson, Gareth Brown and Isabella Foley dive into Japan’s corporate transformation — from shareholder returns and buybacks to digitisation and the demographic shifts reshaping opportunities. “It’s been like a snowball that’s been pushing across a flat surface for a long period of time. It’s finally started to gather some momentum.” – Steve Johnson With Japan now a significant part of the international portfolio, the team shares where they’re finding v...