Overview

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.

Manager and Analysts

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Hiroyasu Sato headshot
Hiroyasu Sato
Chief Portfolio Manager

Hiroyasu has the ultimate decision-making authority and accountability for Japan Growth Opportunity (“JGO”) strategy. He joined SuMi TRUST in 2019 and launched the Japan Growth Opportunity in September 2020 as the chief portfolio manager of the strategy.

Hiroyasu has the ultimate decision-making authority and accountability for Japan Growth Opportunity (“JGO”) strategy. He joined SuMi TRUST in 2019 and launched the Japan Growth Opportunity in September 2020 as the chief portfolio manager of the strategy.

Before joining SuMi TRUST he worked for an asset management company in Japan as a portfolio manager of a Japanese equity all cap portfolio focusing on growth names for seven years after serving as a research analyst responsible for US, European and Japanese electronics industries in the asset management company and securities firm .

He graduated from Kyoto University with a Master’s Degree in Nuclear Engineering, he commenced his career at an institutional research company as a research analyst of the Japanese electronics industry.

Digitalization in Japan

Chief Portfolio Manager of the Japan Growth Opportunity Strategy discusses the industrial restructuring and digitalization of companies in Japan 

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