Sohn Hearts & Minds 2026 highlights Japanese investment opportunities, with fund managers backing stocks across the region.
Big in Japan? This Japanese name has bucked the low-returning norm of its home market stocks – and it’s not in technology.
Indus Capital partner John Pinkel calls out a $US2.5bn Japanese liquor and gift retailer Kotobuki Spirits.
This retailer captures the convenience of upmarket gift giving. It delivered a 32 per cent return on invest capital last year and it’s scaling with its own factories and shopfronts.
There’s one in nearly every major Japanese train station – there is even a storefront in George Street, Sydney.
Kotobuki’s profits and returns are growing. “We think this (stock) is outside the AI debate that we will probably still own five years from now,” Pinkel says.
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According to Singapore-based global strategist with Rabobank Michael Every, countries have spent decades optimising for quarterly or annual GDP numbers without asking what growth is actually for: and that is safety, sovereignty and resilience.
Sohn Hearts & Minds today announced that Robert F. Smith, Founder, Chairman and CEO of Vista Equity Partners, will headline the near-sold-out 2026 Investment Leaders Conference in Queenstown, New Zealand, on 6 November.
It seems hard to believe, but just a little over two years ago an investment in frontier artificial-intelligence play Anthropic was considered a contrarian bet. Today the start-up behind the Claude model is on the cusp of a $US2 trillion ($2.7 trillion) stockmarket listing.
In an episode of The Astute Investor, hosted by long-standing Sohn Hearts & Minds Conference supporter LGT Wealth Management, Martin Randall speaks with Isaac Kim and Michael Romano of Lightspeed Venture Partners about the opportunities, risks and investment implications of AI.
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