#Japan #Tokyo #NISA #Owner-Type Investment #Kazushige Okuno

A New Investment Strategy for the AI Era

On September 2, 2025, Kazushige Okuno, Chief Investment Officer at Norinchukin Value Investments Co., Ltd., will unveil a groundbreaking book titled Weaponizing Investment: Building Assets and Careers to Survive the AI Age.

Understanding the Context

As Japan's new NISA system gives rise to a surge in individual investors, many are finding themselves overwhelmed by short-term buying and selling in fluctuating markets. The emotional toll of unexpected losses can be heavy. In this climate, Okuno introduces a fresh perspective through his concept of “Owner-Type Stock Investment.” This paradigm shifts focus from short-term trades to evaluating intrinsic corporate value—a philosophy tested over 15 years in his own investment fund.

Book Highlights

The book introduces several central themes that resonate with contemporary investors:
1. The Need for an Owner Mindset: In an age where AI threatens many jobs, embracing a capitalist mindset is essential for future success.
2. Career Strategies for the AI Age: Okuno presents the “Worker 3.0” strategy that emphasizes critical skills like decision-making, resilience, and empathy.
3. Evaluating Robust Companies: Readers gain access to a unique checklist for identifying ‘Structurally Resilient Companies’—entities poised for long-term success despite market volatility.
4. Learning Investment Principles through Real Examples: Practical investment strategies, illustrated through case studies, such as the business model of Costco, provide a framework for successful investing.

Author’s Credibility

Kazushige Okuno, who has managed long-term selective investment funds since 2007, brings a wealth of knowledge and experience to the table. His previous publication, Investment as Culture, became a bestseller, showcasing his ability to connect financial concepts with broader life skills.

His influence extends beyond books, with significant media appearances on Tokyo TV and NHK, alongside features in major publications like the Japan Economic Journal. Notably, his videos on platforms like PIVOT have amassed millions of views, indicating his impact on the investment community.

Insight into the Investment Fund "Oobune"

The NISA-eligible "Oobune" fund exemplifies Okuno’s investment philosophy. It focuses solely on ‘Structurally Resilient Companies’ that combine high value-add industries, overwhelming competitive advantages, and long-term trends. This focus aims to mitigate fear during market downturns, making Oobune an ideal investment for those interested in steady asset building without the anxiety of daily stock fluctuations. Furthermore, Oobune investors enjoy exclusive support and monthly briefings directly from Okuno, fostering direct communication and a deeper understanding of investment dynamics.

Core Concepts from the Book

Transitioning from Trading to Ownership

The book advocates for a mindset shift among investors. Moving away from relying on capital gains, it encourages readers to see the value in long-term corporate growth.

Embracing New Work Paradigms

In an AI-driven economy, developing resilience and empathy becomes increasingly vital. Okuno’s “Worker 3.0” strategy outlines ways professionals can equip themselves for the changing job landscape.

Effective Company Evaluation

The ‘Structurally Resilient Companies’ checklist is a practical tool for distinguishing between merely popular stocks and genuinely strong investments.

Practical Advice through Case Studies

Using Oobune as a case study, Okuno offers tangible lessons in investment strategy, highlighting real-world applications of his philosophies.

Conclusion

Kazushige Okuno’s work challenges the conventional notion of investment as merely trading. He invites readers to reconsider what it means to invest—encouraging individuals to think of it as acquiring ownership in flourishing economic enterprises. As the world rapidly evolves due to technological advancements, this new investment philosophy could provide a roadmap for many navigating the complexities of both career and investments. For those who have long equated investment with mere trading, this enlightening read may uncover a new path forward.

For more insights, visit the official Oobune website at Oobune Official Site. Don’t forget to check out their new Instagram for practical investment thoughts and analyses at Oobune Instagram.