What smart money is saying about Tokyo Century
1 fund in our archive has pitched Tokyo Century — most recently Aristotle Global Equity Advisory Strategy in June 2026.
Tokyo Century Corporation provides equipment leasing, automobility, specialty financing, environmental infrastructure, and international businesses in Japan, the United States, Ireland, and internationally. The company offers leasing and finance, including ancillary services and other businesses relating to the handling of information and communications equipment, office equipment, industrial machine tools, transportation equipment, commercial and service industry equipment, etc, as well as engages in leasing, financing, and related services. It also provides automobile leasing for corporate customers and individuals, car rental and car sharing businesses, etc.; specialty financing for shipping, aviation, real estate, and environment and energy fields; and fleet services. In addition, it engages in the electric power generation business and other businesses related to renewable energy. The company was formerly known as Century Tokyo Leasing Corporation and changed its name to Tokyo Century Corporation in October 2016. Tokyo Century Corporation was founded in 1964 and is headquartered in Tokyo, Japan.
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Position history
Every position in Tokyo Century on record in the archive was reported in Q2 2026, across 2 fund letters — 2 trimmed or exited.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 2 | 0 | 2 | 1 |
Fund activity · 2 positions · 2 moves
- June 2026
“During the quarter, we sold our positions in Danaher, Dolby Laboratories, and Tokyo Century and purchased Techtronic Industries and Wal-Mart de Mexico.”
Tokyo Century - June 2026
“We first invested in Tokyo Century, the Japan-based provider of leasing and specialty finance solutions, in the third quarter of 2024. The company benefits from a diversified platform across equipment leasing, specialty finance, automobility, and global financing, as well as its strategic relationships with partners such as NTT, Itochu, and CSI Leasing. We also saw attractive catalysts in aviation leasing through Aviation Capital Group, IT leasing through CSI Leasing, and data center-related investments. During our ownership, Tokyo Century continued to benefit from favorable aircraft leasing conditions, including tight aircraft supply, rising lease rates, and improved aircraft values, while its broader leasing franchise remained supported by scale, a strong balance sheet, and diversified revenue streams. However, as we reassessed the Global Equity portfolio, we concluded that a more direct investment in Itochu, which owns roughly 30% of Tokyo Century, together with a new investment in Techtronic, offered a more attractive use of capital. Given this overlap and the clearer catalysts we see in these opportunities, we elected to exit Tokyo Century and redeploy the proceeds.”
Tokyo Century
Fund coverage · 1 thesis
Tokyo Century was owned for its diversified leasing and specialty finance platform, strong balance sheet, and aviation leasing catalysts.
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