Key Takeaways
- • Masaki Gotoh, CIO and co-founder of TriVista Capital (founded 2019, launched 2020), is co-hosting the inaugural Sohn Tokyo conference on October 16, 2026, at Roppongi Hills Club alongside Seth Fischer of Oasis Management to raise funds for the Karen Leung Foundation.
- • Gotoh, a cancer survivor himself, aims to leverage the Sohn conference model to introduce high-conviction Japanese equity ideas to institutional investors and build philanthropic awareness in Japan, a culture he characterizes as not naturally charity-oriented.
- • TriVista's investment approach focuses on identifying mispriced opportunities that traditional stock pickers overlook; at the 2025 Sohn Hong Kong Conference, Gotoh pitched Santen Pharmaceutical as a beneficiary of the global myopia epidemic, exemplifying the fund's thematic, deep-value methodology.
- • Gotoh brings two decades of institutional investment experience, including roles at Goldman Sachs Japan, Morgan Stanley Japan, and as portfolio manager at Asuka Asset Management, combined with engineering background at Hitachi and prior hedge fund experience at Standard Pacific Capital.
Summary
Masaki Gotoh, chief investment officer and co-founder of TriVista Capital, will co-host the first Sohn Tokyo Investment Conference on October 16, 2026, marking a strategic expansion of the Sohn conference platform into Japan. The event, held at Roppongi Hills Club, will feature high-conviction Japanese single-stock pitches presented in the classic Sohn Investment Conference format, with proceeds benefiting the Karen Leung Foundation, which supports cancer research and survivors.
Gotoh's involvement stems from a personal connection to the foundation's mission. Both he and his wife are cancer survivors, and he was first introduced to the Karen Leung Foundation when previously invited to speak at a Sohn conference by Seth Fischer of Oasis Management. Fischer is co-hosting the Tokyo inaugural alongside Gotoh. In interviews preceding the conference, Gotoh emphasized that Japan's cultural characteristics present unique challenges for philanthropic fundraising, but he views the Sohn platform as an effective vehicle for generating investor interest and charitable momentum. "Japan, I'm hoping, is becoming more interesting," Gotoh stated. "So people will listen up and hear exciting ideas that the managers here are looking at and bring the buzz to Japan, ultimately for a very good cause."
Gotoh's track record in identifying mispriced Japanese equities reflects a contrarian investment philosophy that diverges from traditional stock-picking approaches. At the 2025 Sohn Hong Kong Conference, he pitched Santen Pharmaceutical as a focused leader positioned to benefit from the global myopia epidemic—illustrating TriVista's thematic, deep-value methodology. TriVista Capital, founded in 2019 and launched in 2020, operates with a focus on engagement and fundamental equity analysis. Prior to TriVista, Gotoh co-founded Misaki Capital in 2013 as a pure engagement fund.
Gotoh's career spans institutional finance and engineering. Before asset management, he served as an analyst at the long/short hedge fund Standard Pacific Capital and held portfolio management roles at Asuka Asset Management. Earlier positions included analytical roles at Goldman Sachs Japan and Morgan Stanley Japan. His professional foundation began as an engineer at Hitachi. Born in Japan and a Japanese national, Gotoh was raised in the United States from age three, providing him with a bicultural perspective on market dynamics across regions.
Gotoh's involvement stems from a personal connection to the foundation's mission. Both he and his wife are cancer survivors, and he was first introduced to the Karen Leung Foundation when previously invited to speak at a Sohn conference by Seth Fischer of Oasis Management. Fischer is co-hosting the Tokyo inaugural alongside Gotoh. In interviews preceding the conference, Gotoh emphasized that Japan's cultural characteristics present unique challenges for philanthropic fundraising, but he views the Sohn platform as an effective vehicle for generating investor interest and charitable momentum. "Japan, I'm hoping, is becoming more interesting," Gotoh stated. "So people will listen up and hear exciting ideas that the managers here are looking at and bring the buzz to Japan, ultimately for a very good cause."
Gotoh's track record in identifying mispriced Japanese equities reflects a contrarian investment philosophy that diverges from traditional stock-picking approaches. At the 2025 Sohn Hong Kong Conference, he pitched Santen Pharmaceutical as a focused leader positioned to benefit from the global myopia epidemic—illustrating TriVista's thematic, deep-value methodology. TriVista Capital, founded in 2019 and launched in 2020, operates with a focus on engagement and fundamental equity analysis. Prior to TriVista, Gotoh co-founded Misaki Capital in 2013 as a pure engagement fund.
Gotoh's career spans institutional finance and engineering. Before asset management, he served as an analyst at the long/short hedge fund Standard Pacific Capital and held portfolio management roles at Asuka Asset Management. Earlier positions included analytical roles at Goldman Sachs Japan and Morgan Stanley Japan. His professional foundation began as an engineer at Hitachi. Born in Japan and a Japanese national, Gotoh was raised in the United States from age three, providing him with a bicultural perspective on market dynamics across regions.
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