Overview

This strategy aims to generate long term capital growth through a robust investment process focusing on “upside potential “and “change in earnings trend”. An intensive, bottom-up fundamental research strategy which provides an optimal portfolio of Japanese small cap stocks.

Chief Portfolio Manager

Image
Satoshi Marui headshot
Satoshi Marui
Chief Portfolio Manager

Satoshi Marui has been managing the Japan Small Cap Strategy since its inception in 2005. As Chief Portfolio Manager dedicated to this strategy, he is responsible for the direct management of the fund, and also covers the Service, Information & Communication and Real Estate sectors.

Satoshi Marui has been managing the Japan Small Cap Strategy since its inception in 2005. As Chief Portfolio Manager dedicated to this strategy, he is responsible for the direct management of the fund, and also covers the Service, Information & Communication and Real Estate sectors.

Satoshi was promoted to Portfolio Manager of Japanese Equities after gaining experience as Risk Manager of Japanese equities and Fixed Income Portfolio Manager. He has been with the firm since graduating from Osaka Prefectural University in 1988 with a BSc in economics. He is a Certified Member of the Securities Analysts Association of Japan.

Related Funds

Related News & Insights

Image
A photograph of busy people crossing the street
Insights

Resurrection of Small Caps

After several years of Japanese small cap underperformance against their large cap peers, small cap stocks have started to play catch-up from Q2 2023. In this article, Senior Investment Director Akimichi Oi reviews the historical relationship between the relative valuation and performance of small caps against large caps; and displays how its outperformance is likely to continue given the relative undervaluation of small caps.
Image
Akihabara
Insights

Is Japanese Digital Content Ready to Take Over the World?

Coffee Break Column: Satoshi Marui, Chief Portfolio Manager of the Japan Small Cap Strategy, talks VTubers, Animation and Japanese cultural exports in this piece on how digitalisation is paving the way for Japanese content in our increasingly globalised world.
Image
Temple and sky
News

Focus On Investment Opportunities In Japan

[EXTERNAL LINK] SuMi TRUST's Satoshi Marui, Chief Portfolio Manager of the Japan Small Cap Strategy, recently spoke to Wealth Briefing Asia to discuss the outlook for Japan and investment opportunities in the region.