Masaki Gotoh, CIO/CEO of TriVista Capital, presented at the 2025 Sohn Hong Kong Conference an investment case for a Japanese public equity company with a focused specialization in ophthalmology. Gotoh highlights a critical global public health issue: the significant and rapidly escalating problem of myopia (nearsightedness). The World Health Organization (WHO) has designated myopia as a major concern.
TriVista Capital is based in Japan and is a long-only hedge fund which runs a concentrated portfolio. Prior to founding TriVista Capital in 2019, Masaki Gotoh was a Partner at Misaki Capital. Prior to that he was a PM at Asuka Asset Management.
2025 Sohn Hong Kong Conference - TriVista Capital's Masaki Gotoh
Gotoh presents alarming statistics regarding the prevalence of myopia. Projections suggest that by 2050, 50% of the global population - 5 billion people - will be myopic. The problem is particularly acute in Asia, where forecasts indicate that 70% of children could be myopic by 2050. He provides specific examples: in Hong Kong, over 50% of children and over 90% of university students are myopic, with a study showing a doubling in the rate among 6-year-olds during the pandemic. Even in the US, a third of children and 60% of teenagers are affected. This escalating trend caused in part by smartphone usage creates a substantial and growing market need for eye care solutions.
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