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.

Chief Portfolio Manager

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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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