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December 2023
Chief Investment Officer, Ryan Kelley, describes "market myopia" and the eight technology giants' effect on returns in 2023. He reinforces that time in the market and staying mindful of downside risk remains relevant and he believes the outlook for U.S. stocks remains positive.
For the ninth year, our seasoned portfolio management team gathered to share their insightful market and economic perspectives.
November 2023
There has been renewed interest in Japan following Berkshire Hathaway’s increased investment in Japanese companies this year. The Portfolio Managers of the Hennessy Japan Fund highlight the main factors attracting investors and potential beneficiaries of continued economic growth in Japan.
June 2023
Ryan Kelley, CIO of Hennessy Funds, gives his thoughts and outlook on current issues in the market. He continues to have a positive long term view.
As a global conglomerate that operates businesses in various industries, Mitsubishi Corporation is Japan’s largest “sogo shosha,” uniquely Japanese trading companies.
Japan’s stock market has been one of the world’s best performing in 2023. In this Portfolio Perspective, the Portfolio Managers discuss potential catalysts for the market, Japan’s economic “sweet spot,” and Berkshire Hathaway’s increased investment in Japan.
May 2023
Berkshire Hathaway has increased its investment in five Japanese trading companies, Mitsubishi Corp., Mitsui & Co., Sumitomo Corp., Itochu Corp., and Marubeni, with investors taking notice. With Buffett strengthening his focus on Japan, we believe investors should as well.
March 2023
Hennessy Japan Fund Portfolio Manager Masa Takeda discusses his 2023 outlook for the Japanese markets and what could drive a rerating of valuation multiples.
Watch Hennessy Japan Fund Portfolio Manager Masa Takeda provide a recap of the Japanese markets in 2022, including areas of the market that performed well and areas that underperformed.
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).
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