Meet our business development team based in London and key fund managers based in Tokyo and Shanghai
London Team
Daisuke Ishihara
CEO - London Office, Executive Office
Richard HAXE
Managing Director, Head of Business Development
Alex BARRY
Executive Director, Head of Distribution - UK and Ireland
Chloé CHOQUIN
Director, Business Development & Client Relations
Thomas CARTWRIGHT
Director, Business Development & Client Relations
Corporate Fund Managers
Tatsuro NIGAURI
Lead Portfolio Manager
Mr Nigauri joined Daiwa SB Investments in October 2002 and has over 30 years of investment experience. He originally joined Daiwa Institute of Research in 1991, beginning his career as a research analyst. Since 1995, Mr Nigauri has dedicated his research efforts to developing an expertise in small cap equities. He has met over 3,000 Japanese companies during his career as a result of his continuous work conducting 1-on-1 meetings with company management.
He obtained a BA degree in Economics (1990) from the University of Tokyo in Japan.
Award winning portfolio manager
Lipper Fund Awards Japan (2012, 2013),
J Money Fund Awards (2016),
R&I Fund Contest (2012, 2013, 2014, 2015, 2016, 2017, 2023, 2024)
______________________________
Source: SMDAM as at 1 July 2024
CMA: Certified Member Analyst of The Securities Analyst Association of Japan
Daiwa SB Investments Ltd. (DSBI) merged with Sumitomo Mitsui Asset Management Company, Limited (SMAM) on 1 April 2019
Industry Experience 30+ years
Time in SMDAM 21+ years
Lead Portfolio Manager
Industry Experience 30+ years
Time in SMDAM 21+ years
Mr Nigauri joined Daiwa SB Investments in October 2002 and has over 30 years of investment experience. He originally joined Daiwa Institute of Research in 1991, beginning his career as a research analyst. Since 1995, Mr Nigauri has dedicated his research efforts to developing an expertise in small cap equities. He has met over 3,000 Japanese companies during his career as a result of his continuous work conducting 1-on-1 meetings with company management.
He obtained a BA degree in Economics (1990) from the University of Tokyo in Japan.
Award winning portfolio manager
Lipper Fund Awards Japan (2012, 2013),
J Money Fund Awards (2016),
R&I Fund Contest (2012, 2013, 2014, 2015, 2016, 2017, 2023, 2024)
______________________________
Source: SMDAM as at 1 July 2024
CMA: Certified Member Analyst of The Securities Analyst Association of Japan
Daiwa SB Investments Ltd. (DSBI) merged with Sumitomo Mitsui Asset Management Company, Limited (SMAM) on 1 April 2019
Hideyuki TANIUCHI
Lead Fund Manager
With an investment career of 27 years, Hideyuki Taniuchi started his financial career with Yamaichi Securities in 1996.
He moved to Nikko Asset Management the following year as a trader to handle transactions in equities, convertible bonds and foreign exchange. In 1999, he started his career as a fund manager being heavily involved in and emphasizing bottom-up research for Japanese equities specializing in growth stocks.
He joined Daiwa SB Investments (one of the SMDAM’s former entities) in June 2008 to manage the Fundamental Active Strategy, ect. and was promoted to the Unit Leader in 2020.
Taniuchi is not only a Certified Member Analyst of the Security Analysts Association of Japan, but also obtained the right to use the CFA designation in 2005.
Taniuchi graduated from Tokyo University of Science in 1996, with a Bachelor of Engineering in Industrial Administration.
______________________________
Source: SMDAM as at 1 July 2024
CFA: Chartered Financial Analyst
CMA: Certified Member Analyst of The Securities Analyst Association of Japan
Daiwa SB Investments Ltd. (DSBI) merged with Sumitomo Mitsui Asset Management Company, Limited (SMAM) on 1 April 2019
Industry Experience 27+ years
Time in SMDAM 16+ years
Lead Fund Manager
Industry Experience 27+ years
Time in SMDAM 16+ years
With an investment career of 27 years, Hideyuki Taniuchi started his financial career with Yamaichi Securities in 1996.
He moved to Nikko Asset Management the following year as a trader to handle transactions in equities, convertible bonds and foreign exchange. In 1999, he started his career as a fund manager being heavily involved in and emphasizing bottom-up research for Japanese equities specializing in growth stocks.
He joined Daiwa SB Investments (one of the SMDAM’s former entities) in June 2008 to manage the Fundamental Active Strategy, ect. and was promoted to the Unit Leader in 2020.
Taniuchi is not only a Certified Member Analyst of the Security Analysts Association of Japan, but also obtained the right to use the CFA designation in 2005.
Taniuchi graduated from Tokyo University of Science in 1996, with a Bachelor of Engineering in Industrial Administration.
______________________________
Source: SMDAM as at 1 July 2024
CFA: Chartered Financial Analyst
CMA: Certified Member Analyst of The Securities Analyst Association of Japan
Daiwa SB Investments Ltd. (DSBI) merged with Sumitomo Mitsui Asset Management Company, Limited (SMAM) on 1 April 2019
Kazuhiro BENA
Lead Portfolio Manager
Mr Bena started his career in the Administration Management Department of Daiwa SB Investments in April 2006. He then worked as a sales assistant in the Corporate Pension Department and Institutional Marketing Department for one year. In October 2007, he became a strategist in the Market Analysis Group of the Equity Management Department. After two years, he was transferred to the Investment Strategy Department and became a Japan equity strategist. After gaining experience as a strategist, Mr Bena became a portfolio manager of the Value + Alpha Group in July 2011. He is now a senior portfolio manager of the group.
Mr Bena graduated from Kansai University with BS/Informatics (2004) and Kansai University, Graduate School of Informatics with MS/Informatics (2006).
______________________________
Source: SMDAM as at 1 July 2023
CMA: Certified Member Analyst of The Securities Analyst Association of Japan
Daiwa SB Investments Ltd. (DSBI) merged with Sumitomo Mitsui Asset Management Company, Limited (SMAM) on 1 April 2019
Industry Experience 18+ years
Time in SMDAM 18+ years
Lead Portfolio Manager
Industry Experience 18+ years
Time in SMDAM 18+ years
Mr Bena started his career in the Administration Management Department of Daiwa SB Investments in April 2006. He then worked as a sales assistant in the Corporate Pension Department and Institutional Marketing Department for one year. In October 2007, he became a strategist in the Market Analysis Group of the Equity Management Department. After two years, he was transferred to the Investment Strategy Department and became a Japan equity strategist. After gaining experience as a strategist, Mr Bena became a portfolio manager of the Value + Alpha Group in July 2011. He is now a senior portfolio manager of the group.
Mr Bena graduated from Kansai University with BS/Informatics (2004) and Kansai University, Graduate School of Informatics with MS/Informatics (2006).
______________________________
Source: SMDAM as at 1 July 2023
CMA: Certified Member Analyst of The Securities Analyst Association of Japan
Daiwa SB Investments Ltd. (DSBI) merged with Sumitomo Mitsui Asset Management Company, Limited (SMAM) on 1 April 2019
Takuya KAMIISHI
Lead Portfolio Manager
Mr Kamiishi joined Daiwa SB Investments in 2009, and covered US & European equities as a strategist from 2010 to 2013. He moved to Hong Kong in 2013 as an analyst for the Auto & Industrials sector in Asia Pacific ex-Japan Equity. In 2015, he returned to Japan and covered the IT & Services sector as a Japan equity analyst. In 2016, he became a portfolio manager in the Value + Alpha group.
In 2022, he was promoted to Lead Portfolio Manager for Engagement Value Strategy.
Mr Kamiishi obtained a BA degree in Economics form Keio University(2009) in Japan.
______________________________
Note: In 2022, Takuya Kamiishi was promoted to Lead Portfolio Manager for the Engagement Value Strategy
As of 1st April 2022, Osamu Koide, who used to belong to the Value + Alpha investment team, stopped his double cap function between Senior Portfolio Manager and ESG analyst, and has started working solely for Responsible Investment Section where he continues to be in charge of the engagement activities for the Value + Alpha investment strategy.
Under the latest organization changes, integration of Investment Division and Responsible Investment Section is strengthened so that the cooperation of Portfolio Managers and ESG analysts on the engagement activities becomes more effectively and smoothly.
Source: SMDAM as at 1 July 2024
CMA: Certified Member Analyst of The Securities Analyst Association of Japan
Daiwa SB Investments Ltd. (DSBI) merged with Sumitomo Mitsui Asset Management Company, Limited (SMAM) on 1 April 2019
Industry Experience 15+ years
Time in SMDAM 15+ years
Lead Portfolio Manager
Industry Experience 15+ years
Time in SMDAM 15+ years
Mr Kamiishi joined Daiwa SB Investments in 2009, and covered US & European equities as a strategist from 2010 to 2013. He moved to Hong Kong in 2013 as an analyst for the Auto & Industrials sector in Asia Pacific ex-Japan Equity. In 2015, he returned to Japan and covered the IT & Services sector as a Japan equity analyst. In 2016, he became a portfolio manager in the Value + Alpha group.
In 2022, he was promoted to Lead Portfolio Manager for Engagement Value Strategy.
Mr Kamiishi obtained a BA degree in Economics form Keio University(2009) in Japan.
______________________________
Note: In 2022, Takuya Kamiishi was promoted to Lead Portfolio Manager for the Engagement Value Strategy
As of 1st April 2022, Osamu Koide, who used to belong to the Value + Alpha investment team, stopped his double cap function between Senior Portfolio Manager and ESG analyst, and has started working solely for Responsible Investment Section where he continues to be in charge of the engagement activities for the Value + Alpha investment strategy.
Under the latest organization changes, integration of Investment Division and Responsible Investment Section is strengthened so that the cooperation of Portfolio Managers and ESG analysts on the engagement activities becomes more effectively and smoothly.
Source: SMDAM as at 1 July 2024
CMA: Certified Member Analyst of The Securities Analyst Association of Japan
Daiwa SB Investments Ltd. (DSBI) merged with Sumitomo Mitsui Asset Management Company, Limited (SMAM) on 1 April 2019
Shinichi SHIMONISHINOSONO
Senior Portfolio Manager
After completing his post graduate course in Economics, Mr Shimonishinosono joined Daiwa International Capital Management (the former entity of Daiwa SB Investments) in 1998. He became a quant analyst in equities, convertible bonds and bonds before making a switch to become a Japanese equity research analyst in 2000, specialising in the retail sector.
He has been a Japanese equity portfolio manager of the Value + Alpha Group since 2002, and was promoted to Group Head of the Value + Alpha Group in the Investment Department in 2019.
Mr Shimonishinosono graduated with a BA degree in Economics (1993) and a Masters in Economics (1998) from Gakushuin University in Japan.
___________________________________________________________
Source: SMDAM as at 1 July 2024
CMA: Certified Member Analyst of The Securities Analyst Association of Japan
Daiwa SB Investments Ltd. (DSBI) merged with Sumitomo Mitsui Asset Management Company, Limited (SMAM) on 1 April 2019
Industry Experience 25+ years
Time in SMDAM 25+ years
Senior Portfolio Manager
Industry Experience 25+ years
Time in SMDAM 25+ years
After completing his post graduate course in Economics, Mr Shimonishinosono joined Daiwa International Capital Management (the former entity of Daiwa SB Investments) in 1998. He became a quant analyst in equities, convertible bonds and bonds before making a switch to become a Japanese equity research analyst in 2000, specialising in the retail sector.
He has been a Japanese equity portfolio manager of the Value + Alpha Group since 2002, and was promoted to Group Head of the Value + Alpha Group in the Investment Department in 2019.
Mr Shimonishinosono graduated with a BA degree in Economics (1993) and a Masters in Economics (1998) from Gakushuin University in Japan.
___________________________________________________________
Source: SMDAM as at 1 July 2024
CMA: Certified Member Analyst of The Securities Analyst Association of Japan
Daiwa SB Investments Ltd. (DSBI) merged with Sumitomo Mitsui Asset Management Company, Limited (SMAM) on 1 April 2019
Wei SUN
Portfolio Manager
Wei Sun, based in Shanghai, is responsible for research and portfolio planning
Assumed current responsibilities in August 2016
18 years of investment experience
Shanghai based
Fluent Mandarin
Graduated from Dalian University of Technology (MA, Applied Linguistics) in 2006 and is a CFA Charterholder (2012)
______________________________
Source: SMDAM as at 1 July 2024
CMA: Certified Member Analyst of The Securities Analyst Association of Japan
CFA: Chartered Financial Analyst
Daiwa SB Investments Ltd. (DSBI) merged with Sumitomo Mitsui Asset Management Company, Limited
(SMAM) on 1 April 2019
Industry Experience 18+ years
Time in SMDAM 8+ years
Portfolio Manager
Industry Experience 18+ years
Time in SMDAM 8+ years
Wei Sun, based in Shanghai, is responsible for research and portfolio planning
Assumed current responsibilities in August 2016
18 years of investment experience
Shanghai based
Fluent Mandarin
Graduated from Dalian University of Technology (MA, Applied Linguistics) in 2006 and is a CFA Charterholder (2012)
______________________________
Source: SMDAM as at 1 July 2024
CMA: Certified Member Analyst of The Securities Analyst Association of Japan
CFA: Chartered Financial Analyst
Daiwa SB Investments Ltd. (DSBI) merged with Sumitomo Mitsui Asset Management Company, Limited
(SMAM) on 1 April 2019
Etsuro AKIYAMA
Lead Portfolio Manager
Mr Akiyama has over 30 years of investment experience and is the Lead Portfolio Manager of the Asia REIT product. He started his career with Sumitomo Marine & Fire Insurance Co., Ltd. in 1985 and transferred to the Land Policy Department of the Ministry of Land, Infrastructure, Transport and Tourism in 1989. In 1991 he joined Sumitomo Marine & Fire Insurance Co., Ltd to take charge of real estate investment at the real estate division and engaged in valuation of securitised real estate. Later, in 2000, he moved to Mitsui Sumitomo Insurance Co., Ltd., where he was in charge of private real estate funds and J-REITs investments, corporate investment fund and outsourced funds and venture fund.
In 2005 he joined Sumitomo Mitsui Asset Management Co., Ltd. (now Sumitomo Mitsui DS Asset Management Co., Ltd.), where his responsibilities include being in charge of J-REITs and Asian REITs investments, advising global REITs funds, global REITs and Real Estate Funds in the Asia Pacific region.
______________________________
Source: SMDAM, as at 1 April 2024
Industry Experience 30+ years
Time in SMDAM 19+ years
Lead Portfolio Manager
Industry Experience 30+ years
Time in SMDAM 19+ years
Mr Akiyama has over 30 years of investment experience and is the Lead Portfolio Manager of the Asia REIT product. He started his career with Sumitomo Marine & Fire Insurance Co., Ltd. in 1985 and transferred to the Land Policy Department of the Ministry of Land, Infrastructure, Transport and Tourism in 1989. In 1991 he joined Sumitomo Marine & Fire Insurance Co., Ltd to take charge of real estate investment at the real estate division and engaged in valuation of securitised real estate. Later, in 2000, he moved to Mitsui Sumitomo Insurance Co., Ltd., where he was in charge of private real estate funds and J-REITs investments, corporate investment fund and outsourced funds and venture fund.
In 2005 he joined Sumitomo Mitsui Asset Management Co., Ltd. (now Sumitomo Mitsui DS Asset Management Co., Ltd.), where his responsibilities include being in charge of J-REITs and Asian REITs investments, advising global REITs funds, global REITs and Real Estate Funds in the Asia Pacific region.
______________________________
Source: SMDAM, as at 1 April 2024
Kazuhito KANAMORI
Senior Portfolio Manager
Mr Kanamori launched his career with Daiwa SB Investments in 2003. He has over 20 years of investment experience as an analyst and portfolio manager.
He became a portfolio manager specializing in large cap equities in April 2011. He was promoted to Senior portfolio manager of the V+A Small Cap team in April 2015 and has been working with Mr Nigauri since then to manage the “Small Cap Absolute Value” strategy.
He graduated from Keio University with a BA degree in Policy Management (2003).
______________________________
Source: SMDAM as at 1 July 2024
CMA: Certified Member Analyst of The Securities Analyst Association of Japan
Daiwa SB Investments Ltd. (DSBI) merged with Sumitomo Mitsui Asset Management Company, Limited (SMAM) on 1 April 2019
Industry Experience 20+ years
Time in SMDAM 20+ years
Senior Portfolio Manager
Industry Experience 20+ years
Time in SMDAM 20+ years
Mr Kanamori launched his career with Daiwa SB Investments in 2003. He has over 20 years of investment experience as an analyst and portfolio manager.
He became a portfolio manager specializing in large cap equities in April 2011. He was promoted to Senior portfolio manager of the V+A Small Cap team in April 2015 and has been working with Mr Nigauri since then to manage the “Small Cap Absolute Value” strategy.
He graduated from Keio University with a BA degree in Policy Management (2003).
______________________________
Source: SMDAM as at 1 July 2024
CMA: Certified Member Analyst of The Securities Analyst Association of Japan
Daiwa SB Investments Ltd. (DSBI) merged with Sumitomo Mitsui Asset Management Company, Limited (SMAM) on 1 April 2019
Yoshinobu UEHARA
Job title
Responsible for Chinese Equities, including China A Shares
Fund manager of China A share when it launched in April 2007
32 years investment experience
Tokyo based
Fluent Japanese
______________________________
Source: SMDAM as at 1 July 2024
CMA: Certified Member Analyst of The Securities Analyst Association of Japan
CFA: Chartered Financial Analyst
Daiwa SB Investments Ltd. (DSBI) merged with Sumitomo Mitsui Asset Management Company, Limited
(SMAM) on 1 April 2019
Industry Experience 32+ years
Time in SMDAM 18+ years
Job title
Industry Experience 32+ years
Time in SMDAM 18+ years
Responsible for Chinese Equities, including China A Shares
Fund manager of China A share when it launched in April 2007
32 years investment experience
Tokyo based
Fluent Japanese
______________________________
Source: SMDAM as at 1 July 2024
CMA: Certified Member Analyst of The Securities Analyst Association of Japan
CFA: Chartered Financial Analyst
Daiwa SB Investments Ltd. (DSBI) merged with Sumitomo Mitsui Asset Management Company, Limited
(SMAM) on 1 April 2019