Pimm Fox of Bloomberg interviewed Jim Grant the other day, in which Grant says favorable things about investment prospects for the Middle East and Japan. You can watch it all here.
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January 07, 2008
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I know you don't comment on stocks until you purchase them but do you know what Jim Grant is referring to when he talks about Japanese small-caps? He said something to the effect that Japanese small caps are trading at a 30 year low (based on valuation).
What is small cap to him? Would, say, $2 billion be small cap?
When I look at some random small caps in Japan, the valuation does not look low based on P/E ratio or P/Sales ratio. But book value looks attractive. Is that the valuation that he might be using?
Posted by: Sivaram Velauthapillai | January 08, 2008 at 11:35 AM
Sivaram: Grant has a partnership called Nippon Partners (or something close to that), with an analyst in Japan. I don't know the performance (it's been around for several years) and I think it's devoted to small caps.
I don't know what he considers "small cap". Barron's did a small piece on Grant's partnership in Japan a few years ago. They pay attention to the management as well as the balance sheets. Wish I knew more.
Posted by: John | January 08, 2008 at 01:57 PM
Here's a link to a Forbes article on Grant's Japan partnership. It's dated 1999:
http://www.forbes.com/global/1999/0614/0212112a_print.html
Posted by: John | January 08, 2008 at 02:22 PM