Michael Kao Combining different parts of the capital structure for thematically diversified
Masahiro Koshiba holds one of the longest most successful track records in the Japanese hedge fund industry. Switched to longshort after having been a longonly manager for 10 years. UMJ: Originally set up as incubation platform. Started Kotoshiro Fund in November 2008. With quot;Abenomicsquot;, investors turn to Japan again. How long can hedge funds benefit from Abenomicsé. Doubling monetary base to get 2% inflation within 2 years will inflate assets broadly. Equity market set to benefit. Impact of Abenomics on the Kotoshiro Fund: Markets normalize faster, resulting in higher returns.