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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 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.
September 2021
Portfolio Manager Masa Takeda discusses the Japanese government’s response to the ongoing coronavirus pandemic, a weakening Yen, valuations and new holding, Hitachi.
June 2021
Daikin Industries is a global leader in heating and air conditioning products and systems. The company’s investments in the latest technology, partnership philosophy, and well-established blueprint for international expansion make Daikin a dominant company in this growing industry.
May 2021
Portfolio Manager Masa Takeda provides an update on the pandemic in Japan and discusses companies that may benefit from the pandemic and the government’s carbon neutrality goal. He provides an update on valuations, returns on equity, and changes to holdings within the Fund.
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.
Masa Takeda of Tokyo-based SPARX Asset Management Co., Ltd., subadvisor to the Hennessy Japan Fund, discusses economic activity during the pandemic, the new Prime Minister’s initiatives, current valuations, ESG investing, and his outlook for Japanese investing in 2021.
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