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January 2025
The Portfolio Managers summarize the 2024 Japanese market and discuss the compelling opportunities they are finding in undervalued Japanese small-cap companies.
November 2024
The Portfolio Managers discuss the drivers creating a more favorable business environment for Japanese small-cap companies.
Masa Takeda, portfolio manager of the Hennessy Japan Fund, discusses the strength of the Japanese stock market, and that market performance is not due to economic growth or currency fluctuations, but rather to improvements in corporate governance.
In the following commentary, the Hennessy Japan Fund Portfolio Managers discussed a number of positive trends that could drive Japanese stocks higher. To participate, there are compelling reasons to consider an actively managed investment.
September 2024
In this episode, Takenari Okumura, Portfolio Manager of the Hennessy Japan Small Cap Fund, talks about Japanese small caps vs. large caps, the active management advantage within Japanese small caps, Hennessy Fund’s industrial sector focus, and more.
August 2024
While a persistently weak Japanese yen compared to other currencies has negatively impacted Japan’s small and mid-cap stocks, we believe there are also positive factors that could benefit them.
July 2024
The Portfolio Managers discuss the challenges Japanese small-caps have faced amid the depreciation of the yen and the resulting valuation misalignment that could present opportunity for active investors.
With welcomed levels of inflation, a weak currency and an accommodative central bank, Japan is attracting considerable investor attention. The Portfolio Management team discusses their thoughts on interest rate direction, wage increases, record levels of tourism, and how the Fund is positioned to benefit in this economic environment.
In the intricate tapestry of global markets, Japanese small and mid-cap stocks present a particularly compelling narrative. Often overshadowed by their larger counterparts, we believe these stocks offer unique growth opportunities that savvy investors are starting to notice.
June 2024
Situated in Asia, Masa Takeda leverages his unique vantage point to better understand Japan's economic intricacies and the companies within the Hennessy Japan Fund. He shares factors fueling inflationary pressures in Japan, an equity outlook regarding interest rates, and implications of yen depreciation for U.S.-based investors.
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