SuMi TRUST offers a range of investment approaches, including equity investments, to suit institutional clients’ needs.  If you are a family office looking for a well-researched local Japanese active equity manager with strong track record of alpha generation, a pension fund seeking a bespoke Japanese equity strategy to fit your needs or a sovereign wealth fund looking for diversification of your large global indexing mandate, we have the answer.

Active Capabilities

Japanese Equity

Japan Quality Growth Strategy

The strategy aims to provide investors with long term capital appreciation through investment in equity securities listed on the Recognised Exchanges in Japan. We construct a portfolio through a bottom-up approach, identifying companies with the potential for EPS (earnings per share) growth over multiple years with above average ROE (return on equity).

Japan Micro-Cap Strategy

The strategy aims to generate long term capital growth by investing predominantly in micro cap stocks, which are often overseen by institutional investors. Its investment process focuses on “long-term growth potential “and “change in earnings trend”.

Global Equity

Passive Capabilities

Indexing

SuMi TRUST have extensive experience providing passive products to meet the increasingly diversified and sophisticated needs of our varied range of clients. We believe that excellent, high quality indexing products require an erudite balance of tracking accuracy, cost and opportunities to enhance return.

We aim to provide clients with a wholly rounded and flexible offering that best aligns with the needs and interests of each client. Whether it’s tracking a traditional, bespoke or augmented benchmark, we are confident our expertise will make us a valuable partner for your unique passive institutional needs.

News & Insights

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Insights

The Impact of the Proposed TOPIX Revisions

Letter from SuMi TRUST: Chief Strategist Hiroyuki Ueno explains the proposed revisions to the Tokyo Stock Exchange Stock Price Index (TOPIX) and what this means for companies and investors.
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Insights

SuMi’s Coffee Break Column – Improving Shareholder Returns: Shame Culture and the Group Mentality in Japan

In the past, observers have called the Japanese hypersensitive to the expectations of (and potential for criticism from) those around them. In this article we argue that in a country traditionally slow to change, this group mentality is working as a force for positive change in improving shareholder returns.
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News

Market Review for June 2024

In June, Japanese equities saw gains with the Nikkei 225 and TOPIX indices rising by 1.3% and 2.8% respectively, driven by factors such as semiconductor stock rebounds, dividend reinvestment, the weak yen and positive sentiment regarding the performance of US equities. There was some volatility earlier in the month, but the market stabilised towards the end.