Outperforming their large-cap brethren, Japan's smaller companies have driven a sector gain of 42.6% over one year with value still to be found
Activist investing usually produces the best results during the early-to-mid stages of an economic recovery, making the current economic environment probably the best seen for this type of investor since the early 1990s.
Reinhart and Rogoff's study of 250 past financial crises over the last 800 years found public sector debt increases on average 86%, growth takes 4.4 years to recover and real estate six years.