One of the largest asset managers in Japan with AUM of USD 623 billion as at the end of March 2024.

A strong presence in Japan with over 20 dedicated analysts with average experience of over 10 years.

Extensive global network with offices in Tokyo, London, Luxembourg, New York, Hong Kong and Singapore.

Actively managing equity funds since the introduction of corporate pension regulations in 1962.

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Our Capabilities

Japan Small Cap Strategy

The Japanese small cap market is frequently overlooked by mainstream investors. This intensive, bottom-up fundamental research strategy provides an optimal portfolio of Japanese small cap stocks.

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Responsible Investment

ESG: Our Approach

SuMi TRUST has long believed that responding to ESG issues is an integral part of the investment process. Click here to find out more about our commitment to responsible investment.

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Our Capabilities

Japan Sakigake Strategy

What does “魁 (Sakigake)” mean? It means things/people who stand ahead of the curve or are pioneers. This strategy seeks to generate returns by detecting mid-to-long term trends, typically associated with changes in society and industry, and capturing investment opportunities ahead of the curve.

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Our journey so far

News & Insights

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News

Market Review for November 2024

Date: 2nd December 2024

In November, the Japanese market experienced a decline with the TOPIX and Nikkei 225 indices ending the month down by -0.5% and -2.2% respectively due to factors including expectations of a BOJ rate hike and potential upcoming US trade policy changes.
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Insights

SuMi’s Coffee Break Column – Japan to Showcase Green Transformation at the Horticultural Expo 2027, Yokohama

Katsunori Ogawa, Chief Portfolio Manager of Sakigake HA

Date: 25th November 2024

The Horticultural Expo 2027, Yokohama. This huge event is expected to draw 15 million visitors and showcase Japanese horticulture to the world. As part of this wider mission, we are keen to see how the Expo will spotlight green transformation (GX) at its Urban GX Village pavilion.
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News

Market Review for October 2024

Date: 1st November 2024

In October, the Japanese market experienced a degree of volatility but ultimately the Nikkei 225 and TOPIX indices ended the month up, at +3.1% and +1.9% respectively. Gains in the market were led by large-cap stocks, following the trend in the U.S. as major stocks hit new historic highs.
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Insights

SuMi’s Coffee Break Column - Achieving Sustainable Inbound Tourism in Okinawa

Katsunori Ogawa, Chief Portfolio Manager of Sakigake HA

Date: 18th October 2024

As the number of foreign tourists coming to Japan swells and shows no signs of stopping typical destinations like Kyoto are feeling the strain. In an effort to support this ever growing industry, less well-trodden areas, like Okinawa, are improving their tourism infrastructure and attractions.
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News

New Japanese Prime Minister and the Stock Market

Date: 8th October 2024

After a three-year tenure from Fumio Kishida, on October 1st Japan elected its 102nd prime minister, Shigeru Ishiba. With a newly formed cabinet much remains uncertain, but in this article we will consider the potential impact of this change of administration on the Japanese equity market.

Interested in hearing more information? Contact us