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Portfolio Perspective
High-Quality Japanese Companies at Attractive Valuations
Masakazu Takeda, CFA, CMAPortfolio ManagerYu Shimizu, CMAPortfolio ManagerMasa Takeda of Tokyo-based SPARX Asset Management Co., Ltd., subadvisor to the Hennessy Japan Fund, shares his insights on the Japanese market, valuations, rising share buybacks, and Japan’s proposed sales tax hike, and he also provides an update on structural reforms.
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Portfolio Perspective
Long-term Holdings Driving Shareholder Value
David Rainey, CFACo-Portfolio ManagerBrian Macauley, CFACo-Portfolio ManagerIra Rothberg, CFACo-Portfolio ManagerThe Hennessy Focus Fund Managers discuss their investment process, describe share buyback programs among portfolio companies, and share their insights on a few of the Fund’s largest holdings.
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Sector Highlight
Setting Olympic-Sized Goals
Masakazu Takeda, CFA, CMAPortfolio ManagerTadahiro Fujimura, CFA, CMAPortfolio ManagerIn summer 2020, Tokyo will host the Olympic games, providing Japan an opportunity to showcase itself to the world. Investments in technology and infrastructure will delight visitors during the 2020 Games and beyond, and this strategy may help trigger a new growth period for Japan’s economy.
Hennessy In the News
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TD Ameritrade - Hennessy Funds Portfolio Manager Brian Macauley
Brian Macauley, CFACo-Portfolio ManagerHennessy Focus Fund Portfolio Manager Brian Macauley says macroeconomic considerations are secondary and that now is the time for thoughtful investing with adherence to fundamental investing principles. He describes the case for CarMax and why he believes their omni-channel, internet-delivered model can drive performance into the next decade.
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IMEA Honors Hennessy Funds for "Best Overall Advisor Communications" for Third Consecutive Year
The Investment Management Education Alliance has awarded Hennessy Funds with five 2019 STAR awards including "Best Overall Advisor Communications."
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CNBC - "Market Not Long in the Tooth"
Neil J. HennessyChief Investment Officer and Portfolio ManagerChief Investment Officer Neil Hennessy describes how strong fundamentals - low interest rates, low unemployment, strong consumer spending, and growing corporate cash flows - all point to a continued bull market.