Portfolio Manager Tad Fujimura shares his thoughts on Japanese stock valuations, structural reform progress, and the best way for investors to gain exposure to Japanese small-cap stocks.
Hennessy Japan Small Cap Fund Portfolio Manager Tadahiro Fujimura offers his outlook for the Japanese economy and earnings growth opportunities for small-cap companies. He also discusses the growth in the factory automation and robotics industries and shares his thoughts on the potential impact of trade tariffs on the Fund’s portfolio.
Hennessy Japan Small Cap Fund Portfolio Manager Tadahiro Fujimura discusses how corporate earnings growth is driving Japan's stock market higher, why mergers and acquisitions activity is on the rise, and his thoughts on small-cap valuations.
As factory automation systems appear in factories throughout the world, Japanese companies are slated to be major beneficiaries - both as producers and users of robotics.
Tourism is a growing industry in Japan, and it has the potential to contribute meaningfully to economic growth over the next decade as the country deregulates the industry, opens casinos, and welcomes foreign visitors to the Olympic Games in 2020.
Hennessy Japan Funds Portfolio Managers Masa Takeda and Tad Fujimura discuss the factors driving Japan’s longest growth streak in over a decade and the government's pro-growth agenda.
This paper explores the progress to date of Prime Minister Shinzo Abe’s ambitious economic revitalization plan and highlights key initiatives underway that we believe could drive significant growth in the world’s third largest economy.
We believe Japan is on the path to economic revival. To reverse a long period of stagnant economic growth and deflation, Prime Minister Abe and his government initiated an ambitious economic revitalization plan centered on monetary and fiscal stimulus and structural reform, which has resulted in measurable progress.
Hennessy Japan Fund Portfolio Manager Masa Takeda discusses why he believes Japan is moving in the right direction and shares his insights on the progress of reform initiatives. He discusses the impact of a strengthening yen, and he makes the case for active managers when investing in Japanese companies.
Chief Investment Officer Neil Hennessy discusses recent volatility in the markets, and why he believes that the strong fundamentals still in place should reward long-term, level-headed investors who stay the course in 2019.