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


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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Multi-factor Approach Weathers All Storms

[EXTERNAL LINK] In this article with Asia Asset Management, SuMi TRUST's Shu Iwao, Chief Portfolio Manager of the Japan Equity Multi-Factor Long-Short Fund, discusses the launch of the fund as well as its strategy and approach.
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Market Review for April 2024

In April the Japanese TOPIX and Nikkei 225 indices faced declines, primarily driven by the downturn in U.S. semiconductor stocks and escalating tensions in the Middle East. In particular, the Nikkei 225 experienced a significant drop mid-month, although by the end of the month it had begun to recover as foreign investors increased their cash stock purchases, alongside active retail investor participation.
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BOJ Introduces New Banknotes to Symbolise the Reiwa Era

SuMi’s Coffee Break Column: Senior Investment Director, Oki Shiozawa, discusses the introduction of new banknote designs set to be issued in Japan on July 3rd, and what these represent for Japan's Reiwa era.
Cherry blossom tree daytime

Sustainable Tourism on the Rise

SuMi’s Coffee Break Column: Katsunori Ogawa, Chief Portfolio Manager of Sakigake High Alpha, discusses the future of tourism in Japan and how sustainability will come into focus.