News & Insights

Interview

Interview 033_Yuichi Hiromoto

Sep 22, 2017
byInvestment in Japan

Mr. Yuichi Hiromoto has more than 25 years of widely-ranged investment experiences at Mitsubishi Corporation as EVP, Group COO at Industrial Finance, Logistics & Development Group, SVP, Division COO at Industrial Finance Division, as well as Founder & CEO at Mitsubishi Corp.-UBS Realty, Inc., one of the largest J-REIT asset managers in Japan. Mr. Hiromoto earned a bachelor degree of law from the University of Tokyo, and an MBA degree from the Wharton School at the University of Pennsylvania.

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Interview

Interview 032_Gregory Rokuro Hara

Jul 03, 2017
byInvestment in Japan

Gregory Rokuro Hara: CEO & Managing Partner, Head of Investment Committee Since joining J-STAR as a founding member in 2006, Gregory Hara has been involved in origination, execution, monitoring, and exiting. He is also involved in corporate activities, fund raising, and PR. Prior to joining J-STAR, Mr. Hara worked at JAFCO, where he organized buyout investments for companies within the service industry, such as BancTec Japan and Medical Tribune. He also has experience in buyout investments, investment banking at Lehman Brothers (Tokyo) and corporate financing in Japan and America in the form of purchasing, LBO, project financing and cross border leasing at Long-Term Credit Bank of Japan. Mr. Hara received a bachelor's degree from Keio University. He is a Certified Public Accountant (US CPA) and a Chartered Member of the Securities Analysts Association of Japan (CMA)

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Interview

Interview 031_Hisashi Osezawa

May 01, 2017
byInvestment in Japan

We believe the market is largely inefficient. Combination of the thorough bottom-up research to identify future firm value and top-down analysis including both macro and sector level is indispensable for superior investment performance. We generally do not put any limitations on our investment universe but we normally do not find attractive investment opportunities in many of the large cap sectors. Without any risk control constraints relative to the benchmark index or full-investment principle, we focus our attention on creating the portfolio consisting of best ideas. As for stock selection, candidate firms, selected on the basis of fund manager’s unique investment ideas, are further analyzed through field research wherever possible. We strive to find the small cap growth stocks whose earnings are expected to expand by 5~10 times in the periods ahead. Since most of these small stocks with excellent investment opportunity tend to be illiquid, they are likely to be neglected by large investment firms. In this sense, our rival might be individual investors but we have definite advantage to them in terms of our capability of extensive field research.

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Interview

Interview 030_Hiroshi Ueda

Mar 01, 2017
byInvestment in Japan

Hiroshi Ueda established Spiritus Investments in February 2010 and has served as CIO since the foundation. Prior to Spiritus Investments, he was a Fund Manager of Morgan Stanley Asset & Investment Trust Management Co., Limited where he managed the Japanese Equity Growth strategy. He joined Morgan Stanley in 1996 and was responsible for newly constructing the investment strategy, launching the growth fund, researching companies, and building the portfolio. Prior to joining Morgan Stanley, he was a fund manager of Separate Account Management Department at Dai-ichi Mutual Life Insurance Company. During Dai-ichi Life, he was temporarily transferred to Fidelity Investments where he joined Earnings Growth Team led by Peter Lynch, which laid the foundation for his investment belief. He holds a B.A. in law from the University of Tokyo.

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Interview

Interview 029_Hajime Kambayashi

Jan 13, 2017
byInvestment in Japan

Joined Tokyu Land Corporation in 1990. Engaged in development of residence, securitization and set-up of REIT business. Joined Mitsubishi Securities in 2003. Worked in arrangement of private real estate funds and REIT underwriting. Joined S.O.W. in 2005. Became CEO of S.O.W. Asset Management in August, 2013.

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Interview

Interview 028_Sophia Li

Nov 01, 2016
byInvestment in Japan

Sophia Li is a Portfolio Manager at First State Stewart Asia, part of First State Investments. Sophia joined the team in August 2009 and is responsible for providing stock ideas to portfolio managers, primarily in the Northern Asia markets. She is also lead portfolio manager of the First State Japan Equity Fund. Sophia holds a Master’s degree in Statistics from Harvard University and a Bachelor of Science degree from Fudan University. She is also a CFA charter holder.

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Interview

Interview 027_Ken Niimura

Sep 02, 2016
byInvestment in Japan

Prior to forming Topaz in 2012, Mr. Niimura was Managing Director of Merrill Lynch Japan where he held various senior roles, including Head of Debt Capital Markets and Head of Restructuring Group. He joined Merrill Lynch in 2000 and was responsible for originating debt transactions including credit portfolio management with Japanese major banks. Prior to joining Merrill Lynch, he was the Head of Structured Finance of The Industrial Bank of Japan where he was responsible for originating and structuring securitization product. Mr. Niimura holds an MBA from Cornell University and a B.A. in Law from Waseda University

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Interview

Interview 026_Tsuyoshi Maruki

Jul 15, 2016
byInvestment in Japan

Tsuyoshi Maruki established Strategic Capital, Inc. in September 2012. In 1999 Mr. Maruki was one of Founding Partners of M&A Consulting, Japan’s first activist fund. The flagship ‘MAC Japan Active Shareholders Fund’ grew to manage JPY 444 billion (c. USD 4 billion) at peak in 2006. At MAC, Mr. Maruki was Head of Investment Management responsible for portfolio management and working to develop the value of investee companies. From 1982 to 1999 Mr. Maruki worked for Nomura Securities in the Capital Markets Division where he worked in underwriting and investment banking. Graduate of Tokyo University with BA in Law.

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Interview

Interview 025_Brett Moshal

May 02, 2016
byInvestment in Japan

Brett Moshal leads Orbis’ Japan equity research team, where he conducts independent fundamental research and recommends Japanese shares for the Orbis Equity Strategies. Brett holds Bachelor degrees in Commerce and Accountancy from the University of the Witwatersrand, as well as Chartered Accountant and Chartered Financial Analyst designations. Prior to joining Orbis in 2003, Brett had experience at Arthur Andersen, Standard Corporate and Merchant Bank, and Brait.

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Interview

Interview 024_Jiro Yasu

Mar 07, 2016
byInvestment in Japan

Jiro Yasu, CFA Mr. Yasu founded Tokyo-based VARECS Partners, Ltd. in 2006. Jiro has served as portfolio manager for the VPL-I Trust since 2006. Previously, he worked at First Eagle Investment Management, LLC in New York. Currently, Jiro is a consultant for First Eagle’s business development and investments in Japan. Prior to First Eagle, he was an equity sales trader covering Japanese and U.S. accounts at Daiwa Securities America. Jiro holds a BA in Economics with a specialty in Econometrics from Keio University. Jiro is also a director of Jyujiya Holdings, Inc., his family’s holding company, and a director of Fujii Shuzo, a Japanese sake brewery in Hiroshima.

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Interview

Interview 023_Yoshihiko Ito

Jan 13, 2016
byInvestment in Japan

Yoshihiko (“Yoshi”) Ito started his career in the asset management field in the late 1980s. In the mid-1990s, as a trainee investment professional at the British firm Silchester International Investors, he diligently studied value investing based on individual company’s fundamentals. Yoshi then used the value-investment philosophy and approach to invest in Japanese equities at a large Japanese investment management firm. He established Nippon Value Investors with his colleagues in 2005. Since then, Yoshi and his colleagues, who worked together at the Japanese investment management firm since 1999, have been implementing this value philosophy and approach of identifying and investing in undervalued companies in the Japanese equity market. Yoshi is a graduate of Tokyo University of Foreign Studies and earned his master's degree in Finance at London Business School. He is a chartered member of the Securities Analysts Association of Japan.

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Interview

Interview 022_Hiromasa Mizushima

Sep 18, 2015
byInvestment in Japan

Hiromasa Mizushima became a CEO of Simplex Asset Management Co., Ltd. in 2005. He is a member of Japan Association Corporate Executive (Committee on Management Reforms, Committee on Political and Administrative Reforms, Committee on Financial and Capital Markets, Committee on Asia-Japan Relations), of Japan Association of Corporate Directors, and of “Study Group for Reinforcing Japan’s Competitiveness”. Mizushima earned a B.A. in Finance from Waseda University in 1977. He joined Nikko Securities Co., Ltd. in 1977. He was also a founding member of Nikko Citigroup’s joint venture in 1999, and led the success of the large scale operation between Japan and the US giants. Through August 2005 he was the head of Nikko Citigroup’s equity division, responsible for global sales, trading, capital markets, derivatives and research.

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