CIS Business Summary

Capital Investment Trust Corporation (5864.TWO), commonly known as Capital SITE, operates as a leading Securities Investment Trust Enterprise in Taiwan, primarily generating revenue through recurring management fees, custodian fees, and performance-based incentive fees. The company’s business is divided into three core segments: public mutual funds, discretionary investment mandates for institutional and government clients, and private placement funds. As of early 2026, the firm has solidified its market position through a robust portfolio of Exchange-Traded Funds (ETFs), specifically dominating the ESG bond and thematic equity space with flagship products like the Capital ESG 20+ Year Senior US Business Bond ETF. In the highly competitive Taiwanese asset management landscape, Capital SITE ranks as a top-tier domestic player alongside Yuanta Securities Investment Trust, Cathay Securities Investment Trust, and Fubon Asset Management, distinguishing itself through proprietary ESG quantitative rating systems and a strong focus on sustainable yield products. The company is led by Chairman Lai Cheng-Sheng (賴政昇), a veteran of the Taiwanese financial sector who previously served as the firm's General Manager and holds a Master’s degree in International Trade from National Chengchi University. Under his leadership, the executive team is rounded out by General Manager Chen Ming-Hui (陳明輝), who rose through the ranks from Senior Vice President of the Investment Department and brings extensive expertise in statistical analysis and fund management. Capital SITE is a key subsidiary of the Capital Securities Group (Capital Securities Corp), which provides a significant distribution network and strategic backing. The board of directors includes prominent representatives from major shareholders such as Yin Feng Enterprise, ensuring tight integration with the broader Capital Financial Group’s brokerage and investment banking operations.