What smart money is saying about Fuso Chemical
1 fund in our archive has pitched Fuso Chemical — most recently Hotchkis & Wiley Value Opportunities in June 2026.
Established in 1952 and headquartered in Osaka, Japan, Fuso Chemical Co.,Ltd. operates globally, specializing in the manufacturing and distribution of a diverse portfolio spanning life science, electronic material, and functional chemical products. The company's life science division offers a comprehensive array of organic acids and their derivatives, including malic, citric, L-tartaric, lactic, and gluconic acids, as well as ascorbic, isoascorbic acids, and amino acid compounds. This segment also provides industrial solutions such as water-soluble rust-preventive agents and grinding/cutting fluids. For the electronics industry, Fuso Chemical produces ultra-high purity colloidal silica and high-purity organosilica sol. Additionally, its functional chemical offerings encompass various oxidation-reduction agents and benzoic acid derivatives.
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Position history
Every position in Fuso Chemical on record in the archive was reported in Q2 2026, across 2 fund letters — 1 trimmed or exited.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 2 | 0 | 1 | 1 |
Fund activity · 2 positions · 1 move
- HoldsHotchkis & Wiley Value OpportunitiesJune 2026
“Fuso Chemical (4368 JP) based in Osaka, Japan, has 90%+ market share in ultra-pure silica used as an abrasive particle in semiconductor polishing applications, as well as ~30% share of the global market for malic acid, a food additive.”
Read the letterFuso Chemical - TrimmedTweedy, Browne Fund Inc.June 2026
“On the sell side, we took advantage of strength in the chemicals industry by trimming or liquidating the Funds’ position in Fuso Chemical, Sol SpA, and Kuraray.”
Read the letterFuso Chemical
Fund coverage · 1 thesis
- Hotchkis & Wiley Value OpportunitiesJune 2026
Fuso Chemical is a niche Japanese materials company with monopoly/oligopoly positions and a high-growth medium-term plan.
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