© 2016 by Kaizen Global Investments Limited

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May 12, 2017

In a second machine age we are seeing ‘dumb/single use’ robots combining with self-learning artificial intelligence software to create ‘smart robots’

February 7, 2017

Howard Marks co-founded Oaktree Capital Management in 1995 and it has grown into one of the world’s largest distressed-debt investors and manages over $100bn in alternative investments. We have found Howard’s “Oaktree memos” to clients over the years, and his excellent books, a source of thoughtful ideas that often challenge conventional wisdom. At Kaizen we are always looking for insight, from successful investors, into ‘how to think’ rather than focusing solely on a single idea or concept. “The most important thing: Uncommon sense for the thoughtful investor’ is one of our favourite books and you can find the memos at Oaktree (link in article).

September 5, 2016

Will Thorndike founded the private equity firm Housatonic Partners in Boston in 1994, he is a graduate of Harvard College and the Stanford Graduate School of Business. 

He is the author of 'The Outsiders', which Warren Buffett called "an outstanding book about CEOs who excelled at capital allocation" and Forbes reviewed as "one of the most important business books in America".

In 'The Outsiders' Thorndike draws together years of research and experience to portray what makes a truly successful CEO.

Kaizen's CIO, Connor Grindlay, had the opportunity to interview Mr Thorndike and we have great pleasure in sharing their fascinating conversation here.   

Kaizen's interview with Will Thorndike

June 17, 2015

Before Jim Rogers travelled around the world (twice) he had a very successful investment career. He co-founded the Quantum Fund with George Soros in 1973 and over the next 10 years delivered an incredible 4200% gain versus a 47% gain in the S&P 500.  

He taught at Columbia Business School and has written several bestselling investment books including Investment Biker, Adventure Capitalist, Hot Commodities, A Bull in China, A Gift to My Children, and most recently, Street Smarts. 

He is one of the true contrarian investors and has an ability to explain and distil complex investment concepts into simple, common sense terms.  We thank him for this interview. 

READ OUR FIRST KAIZEN INTERVIEW HERE - JIM ROGERS

February 5, 2015

A big thank you to Anthony Macdonald for his introduction in the Australian Financial Review today (7 January 2015): “Kaizen looks to extend LIC listing spree into new year”.

 

Just a couple of points from our end…

 

Our LIC is to be run by Connor Grindlay and Simon Winfield, whose experience is set out in Section 6 of our Prospectus.  Would we call them traders? Probably not.

 

Kaizen’s Recap Fund’s C.A.G.R for the past 3 years is:

 

  • NET OF ALL FEES which are 1.75% (management fee) and 20% (performance fee only after hitting a high water mark); and

  • LESS THAN those of the Kaizen LIC which are only 1.5% (management fee) and 20% (performance fee also after hitting a high water mark).

 

And to answer Anthony’s final question - why the NSX?  Because we want our investors to pay the lowest possible IPO costs.

 

Until next time, invest in change.

 

Th...

January 7, 2015

We think so, and our Chief Investment Officer, Connor Grindlay, has written a short piece explaining why.

 

Please read Connor's note, which is featured here and on our 'News' page - "Could the Australian dollar fall to 50 cents aginst the US dollar again?"

 

Money Management's Kate Cowling has also noted Connor's views. For more, please see:

http://www.moneymanagement.com.au/news/investment/wealth-management/could-the-aud-fall.

 

Until next time, invest in change.

 

The Kaizen Global Investments Team

 

 

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