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Alpha Uncovered
OP Investment Management
43 episodes
1 day ago
Welcome aboard! Alpha Uncovered is on a mission to deep dive into the minds of breakout asset managers. Through candid, non-AI interviews, we'll uncover their secret sauce: the strategies, decisions, and experiences that have propelled them to success. Our interviewees generously share their exclusive insights on market landscapes, technology forecasts, and future trends. These insights, often guarded within their own firms and LPs, are now available to you, the alpha seekers. Subscribe NOW!
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Investing
Business
RSS
All content for Alpha Uncovered is the property of OP Investment Management and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
Welcome aboard! Alpha Uncovered is on a mission to deep dive into the minds of breakout asset managers. Through candid, non-AI interviews, we'll uncover their secret sauce: the strategies, decisions, and experiences that have propelled them to success. Our interviewees generously share their exclusive insights on market landscapes, technology forecasts, and future trends. These insights, often guarded within their own firms and LPs, are now available to you, the alpha seekers. Subscribe NOW!
Show more...
Investing
Business
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Korea Investing: Activism ❌ Friendly Activism ✅ | Alpha Uncovered x LIFE Asset Management
Alpha Uncovered
42 minutes 57 seconds
11 months ago
Korea Investing: Activism ❌ Friendly Activism ✅ | Alpha Uncovered x LIFE Asset Management

Recorded on 28 Oct 2024
🎙Convo with
Darren Kang, Co-Founder & CIO, LIFE Asset Management
hosted by Alvin Fan, CEO, OP Investment Management (OPIM)

  • (00:00) - Teaser
  • (00:33) - About Darren
  • (01:00) - Korea’s Corporate Governance
  • Challenges: A Big Opportunity
  • (03:50) - How High Inheritance Taxes Impact Korean Firms’ Valuation
  • (06:15) - The Korean Government's Push for Better Corporate Governance
  • (09:05) - Friendly Activism in Korea: A Different Approach to Value
  • (12:00) - Engagement Strategy: Reshaping Companies’ Balance Sheets
  • (16:00) - Case Study and Darren’s Engagement Success
  • (21:30) - Why Korea’s Capital Market Is Unique and Underexplored
  • (25:50) - Building a Specialized Team for Activism in Korea
  • (28:40) - Creating Alignment Between Investors and Management
  • (32:10) - Managing Liquidity While Engaging with Korean Firms
  • (36:50) - Blending Investment and Business Skills

In this episode, we’re featuring Darren Kang, LIFE Asset Management, one of Korea's leading activist investors. Darren and his team have pioneered a "friendly activism" approach in the Korean market, working constructively with family-owned conglomerates to unlock value while respecting the unique challenges of Korean corporate culture. We dive deep into Korean companies' systemic issues, from governance and high inheritance taxes to the evolving regulatory landscape. Darren shares how their strategy is reshaping undervalued companies and driving impressive returns, with a focus on helping firms restructure balance sheets and realize their full potential. This approach has already yielded substantial success stories.

FOR INFORMATIONAL PURPOSES ONLY
This video shall not be published, circulated, reproduced distributed, or commercially exploited in any manner otherwise, in whole or in part, without the prior written consent of OPIM. Any trademarks, logos, and related intellectual property rights in this video are either owned by OPIM or other third parties. This video or any of its contents have not been reviewed by the SFC or any other regulatory body. All information is provided solely for informational purposes only and is neither to be taken as advice or recommendation for any specific investment product, strategy, plan, feature or other purpose in any jurisdiction nor intended as an offer or solicitation of an offer for purchase or sale of units of any funds, shares of securities or any financial instruments. This video or any of its contents do not constitute an endorsement, offer, or solicitation of an offer for the purchase or sale of any financial instruments or services by OPIM. All information including facts, opinions, projections, and estimates based on the judgement of the author is provided “as is” and may be subject to change without notice. OPIM has no obligation to ensure such updates are brought to your attention. The information in this video has been prepared from sources OPIM believes to be reliable and without consideration of the objectives, financial situations, or needs of any particular viewer. OPIM does not warrant the completeness, accuracy, or reliability of any material or information and does not assume responsibility for any error of facts or opinions or for damages arising out of any person’s reliance upon such material or information. You should make an independent assessment of any legal, regulatory, tax, credit, and accounting implications and consult with a professional advisor(s) as you consider necessary regarding any information provided in this video. Investment involves risks. Past performance, yields, and any predictions, projections, or forecasts on the economy, securities markets, or the economic trends of the markets are not reliable indicators of current or future results. Any figures, opinions or investment techniques and strategies referred to herein may be based on certain assumptions, evaluations, and current market conditions and are subject to change.

Alpha Uncovered
Welcome aboard! Alpha Uncovered is on a mission to deep dive into the minds of breakout asset managers. Through candid, non-AI interviews, we'll uncover their secret sauce: the strategies, decisions, and experiences that have propelled them to success. Our interviewees generously share their exclusive insights on market landscapes, technology forecasts, and future trends. These insights, often guarded within their own firms and LPs, are now available to you, the alpha seekers. Subscribe NOW!