SBI Okasan Asset Management Wins "R&I Fund Award 2026"

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SBI Okasan Asset Management Co., Ltd. announced that its "Japan New Technology Open" fund received the "R&I Fund Award 2026" for the fifth consecutive year, and its "New Economic Growth Japan" fund also won the same award. This recognition is based on investment performance, reflecting the success of the company's investment philosophy and operational processes.

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SBI Okasan Asset Management Co., Ltd. announced that its "Japan New Technology Open" fund received the "R&I Fund Award 2026" for the fifth consecutive year, and its "New Economic Growth Japan" fund also won the same award. This recognition is based on investment performance, reflecting the success of the company's investment philosophy and operational processes.

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Source: https://prtimes.jp/main/html/rd/p/000000017.000158171.html | Date: Date unavailable

SBI Okasan Asset Management Co., Ltd. (Headquarters: Chuo-ku, Tokyo; President and CEO: Katsushi Shiokawa) announced that its "Japan New Technology Open" fund received the "R&I Fund Award 2026" for the fifth consecutive year, and its "New Economic Growth Japan" fund also won the same award. This award is based on investment performance, and we believe that this recognition reflects the accumulation of judgments based on our investment philosophy and operational processes, which have ultimately led to strong performance. ■ Award Overview The following funds managed by our company received the Excellent Fund Award in the "R&I Fund Award 2026." 【Investment Trust 10-Year Category Domestic Equity Growth】 Japan New Technology Open - Excellent Fund Award 【Investment Trust 10-Year Category Domestic Equity Core】 New Economic Growth Japan - Excellent Fund Award ■ Background of Evaluation: Investment Philosophy, Operational Process, and Investment Judgment Our active management of Japanese equities is based on an investment philosophy that captures both the intrinsic value of companies and changes in the market environment. While stock prices converge to corporate value in the long term, they are influenced by market conditions in the short term. Therefore, we combine bottom-up and top-down analysis to select stocks with high potential for price appreciation. Furthermore, the stock market is constantly changing, and a specific style does not necessarily maintain its superiority. We adapt our operations to the market environment by focusing on stock characteristics that are expected to be highly valued in the market at any given time, taking into account changes in interest rates, policies, economic conditions, and geopolitics. Under this investment philosophy and operational process, we have made investment judgments based on changes in the market environment. For example, amidst multiple factors influencing the market, such as changes in stock market trends due to interest ra

SBI Okasan Asset Management Wins "R&I Fund Award 2026"

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