Korean Hedge Fund Eyes Chaebol Cash

The video discusses the deployment of cash reserves by Asian companies, focusing on a new fund targeting firms with high EROI and cash holdings. It explores the history of activist funds in South Korea, noting past closures due to the financial crisis. The video highlights current opportunities for corporate governance reforms, especially in light of political scandals involving Samsung. It also considers the potential for South Korea's national pension fund to adopt a more active investment role, influenced by recent regulatory changes and the stewardship code.

What is the primary focus of the fund mentioned in the text?

What challenges did previous activist funds in South Korea face?

What are the expected outcomes of the fund's targeting strategy?

How does the current political climate in South Korea influence the fund's strategy?

What role does the National Pension Service play in the context of this fund?