Focusing on Government Priority Investment Areas: Launch of 'Hifumi Policy Drive pro' Investing in Policy-Related Stocks

Rheos Capital Works, part of the SBI Group, is launching 'Hifumi Policy Drive pro,' an actively managed public investment trust targeting companies involved in the Japanese government's growth strategy. Following the submission of the securities registration statement on May 29, 2026, the initial offering will begin on June 15, with operations scheduled to start on July 6, 2026. The Japanese government is promoting public-private investment in areas such as physical AI, semiconductors, and quantum computing. This fund aims to invest in high-quality companies that benefit from these policies but remain undervalued by the market. As the third entry in the 'pro' series, the fund features a performance-based fee structure triggered when the net asset value exceeds the high-water mark. Managed by Koji Namiki, the fund seeks to identify companies capable of becoming leaders in Japan's future through rigorous corporate research.