Kohei Matsui
Director
Kohei's journey into investing began right after university, starting with currencies and fixed income where he developed a solid foundation in how macroeconomic trends and global capital flows shape financial markets. He later transitioned into equity research and portfolio management, discovering his strength in uncovering companies with enduring fundamentals and untapped potential.
This cross-asset experience gives Kohei a rare perspective. He blends macro-level insight with a sharp eye for the operational nuances that drive long-term corporate performance. He's particularly drawn to businesses that may not be in the spotlight today but have the discipline, vision, and resilience to lead tomorrow.
Kohei enjoys the quiet intensity of a Go match or studying classic games for new insights. For him, both Go and investing are about much more than winning—they're lifelong pursuits of clarity, discipline, and strategic depth.
