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.
The strategy aims to generate long term capital growth through a robust investment process focusing on “upside potential “and “change in earnings trend”.
The strategy aims to generate consistent excess returns against the benchmark over the mid-to-long term with a concentrated portfolio. 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).
The 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.
The strategy focuses on the beneficiaries of long-term trends in the economy, such as Japan’s ageing population and information technology services, combined with a catalyst strategy, picking out companies that generate momentum through M&A or intelligent restructuring.
This strategy pursues excess returns by selecting stocks, with emphasis on medium-to long-term growth potential, based on company analysis by our in-house analysts. Growth stocks are specified based on the analysts’ ratings.
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”.
This strategy invests in stocks that are deemed to be undervalued by our proprietary corporate valuation model (FCF model), especially those for which the undervaluation is likely to be corrected.
In this strategy, we seek to generate absolute returns over the long term by employing systematic long/short strategy. We believe that application of economic theory in investment and continuous market analysis are the keys to achieving sustainable investment returns.
Using a quantitative approach, this strategy seeks to generate excess returns by selecting undervalued stocks with yields from net assets (inverse of PBR) taken as the primary factor.
We believe continuous out-performance is achieved by a combination of rigorous company research aiming to detect change and acting decisively ahead of the market.
SuMi TRUST defines “Impact Investment” as investment with the goal of positive environmental and social outcome in addition to financial return.
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.