Ryota Sone

SMD-AM USA aims to provide stable, maximum above benchmark returns over the medium-to-long term through active management, and by taking advantage of market inefficiencies, of investments in equity securities. The firm seeks to achieve these goals by analyzing fundamentals from a global perspective, investing actively through a well-defined and structured process, maintaining a consistent investment style and conducting comprehensive risk management. Their philosophy is centered on the firm’s belief that a local Asian presence enables their managers and analysts to accurately interpret and predict the subtleties of the region’s market sentiment. They employ a bottom-up approach with a top-down overlay and aim to add value primarily through a mix of stock selection and sector allocation.

Sumitomo Mitsui Asset Management (SMAM) is a global investor that manages products using a diverse range diversity of strategies across all major asset classes. The firm offers a wide variety of investment products with particular expertise in Japanese, Asia-Pacific and Chinese investments. For their Japanese investments, the firm's major equity investment styles include GARP, Growth, Value, Small/Mid-CAP (SMID) and Quantitative. They also offer additional satellite products, as well as customized portfolios. SMAM's Japanese fixed-income investment strategies include Full Active, Duration Neutral and Corporate Bonds. The firm's Asia-Pacific and Chinese investments are managed using in-depth research by local analysts and portfolio management services by experienced fund managers.