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January 2019
Portfolio Manager Tad Fujimura shares his thoughts on Japanese stock valuations, structural reform progress, and the best way for investors to gain exposure to Japanese small-cap stocks.
December 2018
Chief Investment Officer Neil Hennessy discusses recent volatility in the markets, and why he believes that the strong fundamentals still in place should reward long-term, level-headed investors who stay the course in 2019.
August 2018
Hennessy Japan Small Cap Fund Portfolio Manager Tadahiro Fujimura offers his outlook for the Japanese economy and earnings growth opportunities for small-cap companies. He also discusses the growth in the factory automation and robotics industries and shares his thoughts on the potential impact of trade tariffs on the Fund’s portfolio.
June 2018
Hennessy Japan Fund Portfolio Manager Masa Takeda discusses why he believes Japan is moving in the right direction and shares his insights on the progress of reform initiatives. He discusses the impact of a strengthening yen, and he makes the case for active managers when investing in Japanese companies.
Our team of tenured Portfolio Managers shares their insights on what's ahead for investors. They provide opinions on the direction of the stock market and interest rates, potential impact of Trump administration policies, hidden earnings power in the U.S. economy, and where they believe investment opportunities exist today.
May 2018
Hennessy Japan Small Cap Fund Portfolio Manager Tadahiro Fujimura discusses how corporate earnings growth is driving Japan's stock market higher, why mergers and acquisitions activity is on the rise, and his thoughts on small-cap valuations.
November 2017
Hennessy Japan Funds Portfolio Managers Masa Takeda and Tad Fujimura discuss the factors driving Japan’s longest growth streak in over a decade and the government's pro-growth agenda.
August 2017
This paper explores the progress to date of Prime Minister Shinzo Abe’s ambitious economic revitalization plan and highlights key initiatives underway that we believe could drive significant growth in the world’s third largest economy.
April 2017
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