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.

Penrose Japan is an investment advisory firm focused on delivering deep, differentiated insight into Japanese markets for sophisticated global institutional investors.

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

Japanese equity specialist with over 20 years of buy-side experience. Born in Japan, educated at the University of Oxford, Yuki has spent her career bridging Japanese companies and global institutional capital — from analyst roles in London to a senior partnership at a multi-billion dollar Asia-focused hedge fund. In 2020, she founded Penrose Japan to provide independent, institutional-grade research and advisory on the Japanese market.

CFA CharterholderUniversity of OxfordNED, Atlantis Japan Growth Fund (LSE)Co-author, Nikkei BP (2024)

Media

Financial Times
Interview on Japan's startup talent and cross-border investment
Nikkei (2025)
Quoted on TSE governance case studies attracting European capital
Nikkei (2024)
Quoted on capacity constraints facing Japan equity specialists

Speaking

Sushi Tech Tokyo (2025)
Moderator
Milken Institute Asia Summit (2024)
Japan Roundtable
Tokyo Stock Exchange (2024)
Cross-border IR Strategy Conference
Innovation Leaders Summit (2024)
Keizai Doyukai (Japan Association of Corporate Executives)
世界トップ投資家の共通言語

The Common Language of the World's Top Investors

Nikkei BP | Co-authored by Yuki Soga (2024)

Bridging the communication gap between global investors and Japanese companies — the key phrases and frameworks that investors use, and the essence of capitalism through the lens of institutional capital.

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