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March 2023
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).
February 2023
The Portfolio Managers share their views on the Bank of Japan’s actions on its yield curve control policy, Japan’s inflation level, wage growth, valuations and the reopening of the economy.
The Portfolio Managers of the Hennessy Japan Small Cap Fund discuss wage growth, the fluctuating Japanese yen, current valuations, new Fund holdings, and their outlook for the rest of 2023.
January 2023
Hennessy Japan Fund Portfolio Manager Masa Takeda provides an update on significant events in Japan from 2022 and gives his outlook on what 2023 might bring.
December 2022
A “growth in disguise” company is one with compelling growth prospects yet the stock appears to be undervalued. We believe these Japanese businesses provide outsized opportunity for investors in the current environment.
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.
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