Message from the Representative
Japan's corporate governance reform, which began with the Stewardship Code in 2014, took shape as a scheme through operational reforms at GPIF and the implementation of the Corporate Governance Code. However, the Corporate Governance Code is not a law with penalties, but guidelines that clarify accountability. Therefore, the response will vary depending on the situation of each company, and it is natural that there will be differences depending on the company's history and growth process. On the other hand, investors are not only required to perform well, but also to be responsible for engaging with the companies in which they invest, so they are paying close attention to the company's management.
Furthermore, looking at global trends, it is inevitable that overseas institutional investors who have difficulty selecting investment targets will approach Japanese companies, including small and medium-sized stocks, and whether or not companies and investors are in a certain state of tension. The time has come for us to face each other with emotion. Ten years from now, it will definitely make a big difference whether managers perceive this change as an increased burden or an opportunity to have serious discussions with investors and improve themselves.
Amid these historical changes, SESSA Partners provides companies with IR practice proposals tailored to their business scope, growth process, and capital strategy. On the other hand, by providing investors with an analysis of the governance system that is proceeding in the market, we hope to present a balance point between the two and assist in communication.
In addition, in the ever-changing capital market, we would like to improve our global investor network and improve ourselves through friendly competition (SESSA) with the market and constantly evolve.
Sessa Partners Inc.
Representative Director Hitoshi Sugibuchi
MANAGEMENT
management
Key Members
Hitoshi Sugibuchi
Representative Director
10 years of experience in research sales of Japanese and Asian stocks at a European securities company. Since 2001, he has been promoting equity business development in the Asian region at Mizuho Securities. He has been stationed overseas for 15 years. Planned and implemented IR roadshows for over 500 companies in total. He has a strong network with overseas institutional investors that he has cultivated over many years, and is familiar with investor engagement trends.
British IR Association Certified Member (Certificate in IR)
Kenichi Sugimoto
Research Director/ Senior Analyst
Joined Nomura Research Institute in 1986. After working as a consumer goods analyst, the individual gained experience as an Asian stock analyst and investment trust fund manager for the Nomura Group.
At two US investment banks, Sugimoto served as a Research Producer and Supervisory Analyst, supporting the creation of investment ideas by the Japanese analyst team, working in close proximity to foreign institutional investors. At Nomura Asset Management, Sugimoto was responsible for coordinating the Japanese equity research team. Subsequently, he served as the Chief Representative of the company's Seoul Representative Office. Following a secondment to Nomura Fund Research & Technology, he held positions as a foreign stock fund analyst and the London Branch Manager of the same company.
Sugimoto's investment research philosophy is a balanced and thorough analysis that contributes to global asset management.
Toshihiko Nakajima
senior analyst
Joined Nomura Securities in 1981 and began his career as a securities analyst. After that, he moved to Salomon Brothers Asia Securities (currently Citigroup Securities) as a senior analyst. Receive ranking analyst evaluation multiple times in major analyst ranking surveys. Since 1998, he has worked as research manager and head of research in the equity research team at Merrill Lynch Japan Securities (currently Bank of America Securities) and Mizuho Securities. During the Merrill Lynch era, Global Research Team Investment Rating
Also serves as a member of the committee.
Yasutaka Watanabe
Senior Analyst
Joined Yasuda Fire & Marine Insurance Co., Ltd. (now Sompo Japan Insurance Inc.). After working in the Corporate Research Department and the Equity Department (FM), he was seconded to Yasuda Fire Brinson Investment Management, where he served as the Team Leader for corporate research and portfolio management. Subsequently, Watanabe joined Nomura Securities Investment Trust Management Co., Ltd. (now Nomura Asset Management Co., Ltd.), where they worked as an analyst covering the Electronics sector before engaging in Fund Management. Later, he transitioned to the Human Resources Department, where he was responsible for training, education, and recruitment.
