Zortix matched this thesis to Japan ETFs as one way for retail investors to get exposure. Not a recommendation.
UK and Japan as favored value markets
The guest's strategy finds its largest long positions in the UK and Japan, viewing them as particularly attractive within the global small cap value universe.
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The story so far
CONTESTED · 7 MENTIONS · 4 SHOWS
11 JAN 2026 — 29 JUL 2026 · 3W AGO
4 SUPPORT · 1 CHALLENGE · 2 REPEAT
- YET ANOTHER VALUE PODCAST
- YET ANOTHER VALUE PODCAST
- THE MEB FABER SHOW
- THE MEB FABER SHOW
- THE ACQUIRERS PODCAST
- UK and Japan as favored value markets · THIS IDEA
- YET ANOTHER VALUE PODCAST
- EXCESS RETURNS
HOW THE SHOWS HAVE DISCUSSED THIS THESIS OVER TIME · NOT A PERFORMANCE RECORD