Quad Investment Management on Korean Equities

The video discusses High Lock, a company in the Korean market, highlighting its business model, challenges, and the role of activist investors in addressing corporate governance issues. It explores the broader context of the Korean economy, emphasizing opportunities and challenges, including geopolitical risks and outdated regulations. The discussion also covers potential market opportunities and the impact of potential changes in market status.

What strategies can activist investors employ to influence corporate governance?

How do geopolitical risks impact the market dynamics in Korea?

What are the potential opportunities in the Korean market as per the discussion?