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SuMi TRUST
CORPORATE BROCHURE

ACTIVE EQUITY

Domestic Equity Active Products

Domestic Equity Active Flagship Products

Investment Strategy Focus
Japan Fundamental Growth Strategy We pursue excess returns by selecting stocks, with our emphasis on medium-to long-term growth potential, based on company analysis information provided by in-house analysts. The growth stocks are specified based on analysts’ evaluations.
Japan Fundamental Value Strategy We invest in stocks whose prices are deemed to be undervalued by the proprietary corporate valuation model (FCF model), especially those for which the undervalued situation is likely to be corrected.
Japan Quantitative Strategy - Stock Value Using a quantitative approach, we seek to generate excess returns by selecting undervalued stocks with the yields on the net assets (inverse of PBR) taken as the primary factor.
Japan Market Opportunity Strategy By effectively combining the three indicators (asset-focus, revenue-focus, and growth-focus) that capture corporate value from multiple perspectives through a quantitative approach, we strive to deliver excess returns that are not affected by market environments.

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Foreign Equity Active Products

Foreign Equity Active Flagship Products

Investment Strategy Focus
Global Quantitative We strive to achieve excess returns by quantitatively controlling the combination of theoretical stock price models based on finance theories and quantitative approaches centered on short-term momentum strategies, which serve as the pivots. As for controlling factor weights, we enhance added value by taking into account non-rational expected indexes (IREX: our proprietary index/registered trademarks).
Global Research We focus our efforts on delivering excess returns by tapping into model portfolios, taken as investment advice, which are formulated by the leading foreign asset managers with a well-established reputation for bottom up research. Model portfolios are constructed based on a global comparative analysis of the best ideas that are most convincing in light of regional analyst research.
Asia While aiming to keep pace with high market returns against the backdrop of high growth in Asia over the long term, we seek to surpass the benchmarks by conducting market selection and stock analysis based on valuation analysis, economic trends, and corporate performance trends.
All Country In selecting stocks, our investments are made in stocks that are highly attractive to investors by centrally evaluating stocks from around the world without any restrictions such as regional composition.
Emerging (including ESG indexes) A fund that is more highly linked to the benchmarks.

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CORPORATE BROCHURE

About Us

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