Investment insight for global investors in Japanese equities
Two decades of institutional experience in Japanese equities. We help global investors navigate Japan's most significant corporate transformation in a generation.
Our process is driven by two decades of buy-side experience investing in Japanese equities — from a global hedge fund partnership to independent advisory. We combine on-the-ground corporate relationships with rigorous analytical frameworks to identify opportunities that others miss.
Investment Research
Deep analytical coverage of Japanese equities
Strategic Advisory
Institutional-grade market intelligence
Corporate Access
Direct engagement with Japanese management teams
Yuki Soga is the Founder of Penrose Japan Ltd. and a specialist in Japanese equities with over 20 years of buy-side experience. Born in Japan and educated at the University of Oxford, Yuki has spent her career bridging Japanese companies and global institutional capital.
Her career spans analyst roles at a London-based hedge fund and an Australian securities firm, followed by a senior position as Partner and Tokyo Office Head at a multi-billion dollar Asia-focused hedge fund. In 2020, she founded Penrose Japan to provide independent investment research and investor intelligence on the Japanese market.
Co-authored with leading practitioners in global institutional investment, this book — published by Nikkei BP — distils the common frameworks and mental models shared by the world's top investors.
Drawing on hundreds of institutional investor meetings and two decades of buy-side experience, it offers Japanese corporate leaders and investors a rare dual perspective on how global capital thinks about value, governance, and opportunity in Japan.