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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Photo of a bamboo forest
Insights

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

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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Origami cranes
News

New Japanese Prime Minister and the Stock Market

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.