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

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 rate movements and policy environment changes, and rising geopolitical risks, we have selected stocks and reviewed portfolios according to each phase. We recognize that the accumulation of these continuous investment judgments has led to improved performance and this award. ■ Features of Each Fund This fund focuses on investing in technology-related companies. We believe that technology stocks are the driving force behind medium- to long-term economic growth, and we aim to achieve investment returns exceeding the market average through investments in this sector. We do not limit ourselves to the IT sector but consider a wide range of areas as technology for investment. Furthermore, in addition to technology itself, we emphasize stock selection based on the potential for stock price appreciation of the investment target. https://www.sbiokasan-am.co.jp/fund/552228/ https://www.sbiokasan-am.co.jp/fund/552228/sales#ancFund This is a domestic equity active fund that operates based on an "all-weather strategy" focused on various changes in the investment environment, without being constrained by specific themes or operational rules. It combines top-down and bottom-up approaches, analyzing from multiple perspectives such as companies, industries, technology, economy, and policies, to construct portfolios that adapt to changes in the investment environment. https://www.sbiokasan-am.co.jp/fund/552461/ https://www.sbiokasan-am.co.jp/fund/552461/sales#ancFund ■ About the "R&I Fund Award 2026" The "R&I Fund Award" aims to provide reference information based on past data that R&I deems reliable (however, R&I does not guarantee its accuracy and completeness), and does not recommend the purchase, sale, or holding of specific products, nor does it guarantee future performance. This award is not a credit rating business but falls under other businesses (businesses other than credit rating business and unrelated businesses) as stipulated in Article 299, Paragraph 1, Item 28 of the Cabinet Office Ordinance on Financial Instruments Business, etc. Regarding this business, measures are legally required to prevent undue influence on credit rating activities. All intellectual property rights, including copyrights, related to this award belong to R&I, and unauthorized reproduction or reprinting is prohibited. ■ About the Selection Method for the "R&I Fund Award 2026" The selection period for the "Investment Trust Category" is the past 3 years, for the "Investment Trust 10-Year Category" is the past 10 years, and for the "Investment Trust 20-Year Category" is the past 20 years.