Capabilities

The strategy aims to generate long term capital growth through a robust investment process focusing on “upside potential “and “change in earnings trend”.

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).

The 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.

This strategy pursues excess returns by selecting stocks, with emphasis on medium-to long-term growth potential, based on company analysis by our in-house analysts. Growth stocks are specified based on the analysts’ ratings.

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”.

This strategy invests in stocks that are deemed to be undervalued by our proprietary corporate valuation model (FCF model), especially those for which the undervaluation is likely to be corrected.

In this strategy, we seek to generate absolute returns over the long term by employing systematic long/short strategy. We believe that application of economic theory in investment and continuous market analysis are the keys to achieving sustainable investment returns.

Using a quantitative approach, this strategy seeks to generate excess returns by selecting undervalued stocks with yields from net assets (inverse of PBR) taken as the primary factor.

We believe continuous out-performance is achieved by a combination of rigorous company research aiming to detect change and acting decisively ahead of the market.

SuMi TRUST defines “Impact Investment” as investment with the goal of positive environmental and social outcome in addition to financial return.