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March 2023
HOYA is a leading supplier of innovative high-tech and medical products whose diverse business profiles include eyeglasses, medical endoscopes, intraocular lenses, optical lenses as well as key components for semiconductor devices, liquid-crystal display (LCD) panels and hard disk drives (HDDs).
February 2023
The Portfolio Managers share their views on the Bank of Japan’s actions on its yield curve control policy, Japan’s inflation level, wage growth, valuations and the reopening of the economy.
January 2023
Hennessy Japan Fund Portfolio Manager Masa Takeda provides an update on significant events in Japan from 2022 and gives his outlook on what 2023 might bring.
December 2022
A “growth in disguise” company is one with compelling growth prospects yet the stock appears to be undervalued. We believe these Japanese businesses provide outsized opportunity for investors in the current environment.
Japanese equities are currently trading at compelling valuation levels compared to other developed equity markets around the world and relative to their own historical averages. We believe the Japanese market deserves a closer look.
When investing in Japanese businesses, we believe it is imperative to select a manager who is immersed in the culture and can perform in-depth, company-specific research to build a concentrated portfolio of Japanese companies that can outperform a benchmark and weather volatility.
Chief Investment Officer, Ryan Kelley, summarizes a look back over a volatile 2022 and reinforces that time in the market can smooth out the choppy markets, and he believes the outlook for U.S. stocks remains positive.
September 2022
Deep-rooted cultural traditions of hard work and perseverance have contributed to Japan’s high-quality products, superior manufacturing, and technological innovations, resulting in a durable global competitive advantage.
The Portfolio Managers share their views on the Japanese market, how the Fund is positioned to take advantage of “growth in disguise” companies, and why investors may want to consider Japanese equities for the long term.
June 2022
Ryan Kelley, CIO of Hennessy Funds, provides his mid-year review and outlook on what lies ahead, emphasizing a long-term perspective.
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