Overview

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. The strategy identifies investment themes typically around social/industrial changes, and then selects stocks which benefit from those themes.

Manager and Analysts

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Katsunori Ogawa headshot
Katsunori Ogawa
Chief Portfolio Manager

Katsunori Ogawa joined the firm in 1994. He was appointed as a client relationship manager for public pension funds in 1997.

Katsunori Ogawa joined the firm in 1994. He was appointed as a client relationship manager for public pension funds in 1997.

In 2002, Katsunori became a portfolio manager of a Japanese equities active strategy. He applies a thematic/top-down approach in addition to bottom-up stock picking to generate alpha on a constant basis. He is one of the first investors to capture Asian (especially Chinese) consumer’s demand for Japanese consumer durable goods and was an early investor in companies like Unicharm (a paper nappy maker) and Yakult (lactic fermenting beverages maker).

Katsunori received a BA in economics from Keio University. He is a Chartered Member of the Securities Analysts Association of Japan (CMA) and a Certified International Investment Analyst (CIIA).

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Nagato Kimura headshot
Nagato Kimura
Senior Portfolio Manager

Nagato started his career at a securities trading company and later moved to a financial service data company, managing consensus data for corporate earnings based on sell side analysts’ forecasts. Nagato then attended business school before commencing his career at SuMi TRUST in 2007 as a research analyst in chemicals, textiles and electrical appliances.

Nagato started his career at a securities trading company and later moved to a financial service data company, managing consensus data for corporate earnings based on sell side analysts’ forecasts. Nagato then attended business school before commencing his career at SuMi TRUST in 2007 as a research analyst in chemicals, textiles and electrical appliances.

He joined the team to become a portfolio manager of a Japanese equity active strategy in August 2012.

Nagato received an MBA from Keio University with a concentration in corporate finance and is a Chartered Member of the Securities Analysts Association of Japan (CMA).

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Masahito Kondo headshot
Masahito Kondo
Senior Portfolio Manager

Masahito Kondo joined the firm as a Japanese equity research analyst in 2007. He became a portfolio manager of a Japanese equity active strategy in July 2018 and joined the Sakigake team in November 2021.

Masahito Kondo joined the firm as a Japanese equity research analyst in 2007. Prior to joining, he worked at a securities company as a Japanese equity strategist. As a research analyst at SuMi TRUST, he covered various industries including the mining and petroleum refinery, electricity and gas, food and beverage (including cigarettes), toiletry product, retail industry and pharmacy.

He became a portfolio manager of a Japanese equity active strategy in July 2018 and joined the Sakigake team in November 2021.

Masahito received a BA in business and commerce from Keio University. He is a Certified Member Analyst of the Securities Analysts Association of Japan (CMA), a Certified International Investment Analyst (CIIA), and a Certified Financial Technician (CFTe®).

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Related News & Insights

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Skyline photograph of Kirchberg in Luxembourg
Press Release

SuMi TRUST establishes investment marketing team in Luxembourg

Sumitomo Mitsui Trust Asset Management (SuMi TRUST), one of Asia’s largest asset managers with $759bn in assets under management (AUM), has established a new investment marketing team in its office in Luxembourg to enhance its relationship with EU-based investors. The team, part of Sumitomo Mitsui Trust Bank Luxembourg S.A., will promote SuMi TRUST’s investment products on the firm’s behalf.
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Press Release

Sakigake High Alpha - Japan Thematic Growth Fund Marks Three Years of Outperformance

This month marks the three years anniversary of its Sakigake High Alpha Japan Thematic Growth fund, which launched in June 2018 and has over USD 42million assets under management (AUM)**. Since its inception, the fund has outperformed its TOPIX benchmark index by +10.44% on a cumulative basis, returning 29.72% against the TOPIX’s 19.28%***.