Overview

The 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.

Manager and Analysts

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.

Image
Yoshifumi Atarashiya headshot
Yoshifumi Atarashiya
Senior Portfolio Manager

As a Portfolio Manager of Japan Small Cap Strategy, Yoshifumi is responsible for the Chemicals, Foods, Automotive, Textile & Apparels, Ferrous and Nonferrous Metals, Logistics, and Food service sectors.

As a Portfolio Manager of Japan Small Cap Strategy, Yoshifumi is responsible for the Chemicals, Foods, Automotive, Textile & Apparels, Ferrous and Nonferrous Metals, Logistics, and Food service sectors.

He has been involved in active Japanese equity strategies since 2005 as an analyst and portfolio manager. He was a Portfolio Manager of this strategy for 2 years from 2010 and was responsible for the growth strategy from 2012 to 2014. Yoshifumi has a BA in economics from Seikei University and is a Certified Member of the Securities Analysts Association of Japan.

Image
Kazumi Ueda headshot
Kazumi Ueda
Senior Portfolio Manager

As a Portfolio Manager of the Japan Small Cap Strategy, Kazumi Ueda is responsible for the Electric Appliances, Machinery, Precision Instruments, Grass & Ceramics, Construction sectors.

As a Portfolio Manager of the Japan Small Cap Strategy, Kazumi Ueda is responsible for the Electric Appliances, Machinery, Precision Instruments, Grass & Ceramics, Construction sectors.

Since joining the firm in 1997, he gained experience in various areas of business, including three years as a Trader in Equity Department where he was involved in setting up a new group. Kazumi also has experience as Global Equity Portfolio Manager. He holds a BSc in Economics from Nagoya University and is a Certified Member of the Securities Analysts Association of Japan.

Image
Kenji Soejima headshot
Kenji Soejima
Senior Portfolio Manager

Kenji Soejima joined the firm in 2019 as a Portfolio Manager of the Japan Small Cap Strategy. Kenji is responsible for the Pharmaceutical, Financials and Real Estate sectors.

Kenji Soejima joined the firm in 2019 as a Portfolio Manager of the Japan Small Cap Strategy. Kenji is responsible for the Pharmaceutical, Financials and Real Estate sectors. Before joining the team, he was a credit analyst and a Japanese small cap portfolio manager for 12 years in total at an asset management firm in Japan.

During his time as a portfolio manager, the small cap strategy he was involved in won numerous awards and prizes. Kenji has a MS in Biophysics from Kyoto University and is a Certified Member of the Securities Analysis Association of Japan.

Related funds

Related News & Insights

Image
Photo of charts on a screen
Press Release

SuMi TRUST Japan Small Cap II Fund - three years of outperformance

SuMi TRUST Japan Small Cap II Fund celebrates three year of outperformance as bet on digital Japan pays off. Sumitomo Mitsui Trust Asset Management (SuMi TRUST), one of Asia's largest asset management groups with over USD 741 billion AUM*, is celebrating three years of outperformance of its Japan Small Cap II Fund, which launched in April 2018 and has over USD 100million assets under management (AUM).