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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 of the Hennessy Japan Small Cap Fund discuss the portfolio, their positive outlook on smaller Japanese stocks, and how they believe the recovery of the domestic economy will benefit small and mid-cap stocks.
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.
May 2022
Keyence is at the forefront of factory automation. For over 40 years, the company has developed customized sensors and measuring systems to enable customers worldwide to automate assembly lines, improve productivity and product quality, and ensure a safe working environment.
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.
Portfolio Manager Masa Takeda discusses Japanese energy imports, inflation, interest rates, and valuations. He also talks about the effects on Japanese companies with regard to Russia and ongoing supply chain issues.
January 2022
Portfolio Manager Masa Takeda discusses the new Prime Minister’s focus on growth, the effect of global supply chain issues and currency weakness on exporters, and how the Fund is currently positioned.
December 2021
Many current catalysts drive our positive outlook on Japan: Pandemic-related restrictions have been easing, Kishidanomics is underway, and valuations look attractive.
Portfolio Manager Masa Takeda of the Hennessy Japan Fund shared his perspective on Japan’s market and economy. He discusses the weaker yen, how Japan's return on earnings could improve, valuations, and current opportunities among globally-oriented Japanese companies.
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.
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