Sukemasa Trust Expands Equity Platform, Launches Five Equity Funds

Top Quote The funds are Augmented Equity Strategies (AES) designed to help investors outperform market indices. End Quote
  • (1888PressRelease) March 13, 2019 - Sukemasa Trust, an independent global markets and financial advisory firm founded on the core values of integrity, trust and global expertise, is pleased to announce that together with its Research Division, a pioneer in innovative investment solutions arm of the company, has launched five equity funds which are designed to outperform market benchmarks through a fundamental index-based approach that incorporates active insights.

    The five funds will cover Southeast Asian Large, Southeast Asian Small, International, Global, Global ex-Southeast Asian and Emerging Markets.

    The strategies select stocks based on non-price measures of company size such as sales, cash flow, book value and dividends. By removing stock price from the portfolio construction process, the funds seek to capitalize on market inefficiencies, systematically capturing returns when prices deviate from fundamentals and therefore outperforming market cap-weighted indices over time. In addition, portfolio weights will be refined through the use of research-based active insights designed to further enhance risk-adjusted returns.

    The AES Fundamental funds are part of Sukemasa Trust’s Augmented Equity Suite, which also includes award-winning Stocks ASSET PRO and AES Fundamental BENEFIT Funds.

    “In a low return world, investors are looking for approaches that provide meaningful return on top of what the market delivers, which can make a big difference over the long term,” says Eimi Imai, Chief Investment Officer. “Sukemasa Trust’s Augmented Equity Strategies (STAES) provide investors with a range of equity offerings that are designed to achieve this goal.”

    The five new funds are as follows:
    • STAES Fundamental Southeast Asian Fund
    • STAES Fundamental Southeast Asian Small Fund
    • STAES Fundamental International Fund
    • STAES Fundamental Global Fund
    • STAES Fundamental Emerging Markets Fund

    About Sukemasa Trust
    Sukemasa Trust is an independent global markets and financial advisory firm founded on the core values of integrity, trust and global expertise. The firm provides innovative financing and structuring solutions across the balance sheet with vast experience in the asset management, equity and alternatives markets. Sukemasa Trust is an independent and relationship-driven business serving individual investors, institutional investors, corporations and financial institutions and is transparent at every level. Our knowledgeable global team can provide unbiased advice and superior service that puts your needs first, not ours. At present, in addition to handling stocks in fifteen Asian markets including ASEAN countries, the Company has also started handling stocks in Europe and the U.S.

  • FB Icon Twitter Icon In-Icon
Contact Information