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June 2022
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.
Ryan Kelley, CIO of Hennessy Funds, provides his mid-year review and outlook on what lies ahead, emphasizing a long-term perspective.
April 2022
Portfolio Manager Tad Fujimura discusses the effects of the Russian war in Ukraine on Japanese companies, how the Fund is positioned, notable changes in the portfolio, and a few holdings he believes are trading at a discount with attractive growth prospects.
December 2021
Many current catalysts drive our positive outlook on Japan: Pandemic-related restrictions have been easing, Kishidanomics is underway, and valuations look attractive.
November 2021
Portfolio Manager Tad Fujimura shares his thoughts on the new Prime Minister, the global supply chain issues, areas of opportunity for the Fund, notable changes in the portfolio, earnings growth, valuations, and the outlook for Japanese domestic companies.
February 2021
Portfolio Manager Tad Fujimura shares his insights on Japan’s economic recovery, small-cap valuations, attractive sectors, and notable additions and deletions from the portfolio.
January 2021
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.
December 2020
The market showed strength and resilience in 2020, hitting all-time record highs in December. With promising vaccines, historically low interest rates, and strong fundamentals, there is optimism for equities in 2021.
September 2020
Berkshire Hathaway’s recent acquisition of more than 5% in five of Japan’s most esteemed corporations—Mitsubishi Corp., Mitsui & Co., Sumitomo Corp., Itochu Corp., and Marubeni—has sent a resounding signal that Japan’s valuations are compelling, potentially bolstering investor sentiment about investing in Japan.
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