Overview

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 to generate consistent excess returns against the benchmark. Portfolio managers and analysts seek out undiscounted growth and invest to take advantage of the opportunity.

Manager and Analysts

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Yoshiki Takeda Headshot
Yoshiki Takeda
Lead Portfolio Manager

Yoshiki Takeda, the lead portfolio manager of the Global Impact Investment Strategy since inception, joined SuMi TRUST in 2001 and has been managing the Asian equity strategy since 2014.

Yoshiki Takeda, the lead portfolio manager of the Global Impact Investment Strategy since inception, joined SuMi TRUST in 2001 and has been managing the Asian equity strategy since 2014. Prior to his current role, he served as a global equity research analyst in New York and as an Asian equity research analyst in Hong Kong. Yoshiki incorporates his extensive overseas experience into his understanding of the shape of global economy/market.

Yoshiki graduated from Keio University with a BA in business and commerce, and is a Chartered Member of the Securities Analyst Association of Japan.

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News

Asia’s Economic Outlook for 2023

[EXTERNAL LINK] Yoshiki Takeda, Senior Portfolio Manager of the SuMi TRUST Active Asian Equity strategy, joins a roundtable of economists to discuss Asia's growth potential amidst the rise in recent geopolitical issues in the latest article by The Banker.