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December 2020
Portfolio Manager Masa Takeda shares his insights on the Japanese economy and why it is faring relatively well with COVID-19. He provides his outlook for the coming year and explains why active stock picking will be important.
November 2020
An increase in cycling enthusiasts and the COVID-19 pandemic have created a surge in demand for bicycles. With a long-established history of quality manufacturing, Shimano is well-positioned to benefit as the preferred part manufacturer for the global bicycle industry.
September 2020
Masa Takeda of Tokyo-based SPARX Asset Management Co., Ltd., subadvisor to the Hennessy Japan Fund, provides his thoughts on the impact of COVID-19 in Japan, Shinzo Abe’s resignation, Berkshire Hathaway’s purchase of five Japanese stocks, the Fund’s success in 2020, and compelling investment themes and stock valuations.
Berkshire Hathaway’s recent acquisition of more than 5% in five of Japan’s most esteemed corporations—Mitsubishi Corp., Mitsui & Co., Sumitomo Corp., Itochu Corp., and Marubeni—has sent a resounding signal that Japan’s valuations are compelling, potentially bolstering investor sentiment about investing in Japan.
June 2020
Masa Takeda and Tad Fujimura of Tokyo-based SPARX Asset Management Co., Ltd., subadvisor to the Hennessy Japan and Japan Small Cap Funds, summarize the economic impact of COVID-19 as well as the government’s response. They also discuss the economic impact of a 2021 Olympics and SPARX’s informational advantage.
May 2020
Portfolio Manager Masa Takeda shared his insights on Japan’s economy and market following the coronavirus outbreak as well as the benefits of Asia-based active management when investing in Japan.
March 2020
Tokyo-based SPARX Asset Management Co., sub-advisor to the Hennessy Japan Funds, shares insights on the impact of COVID-19 on the Japanese market.
February 2020
Masa Takeda of Tokyo-based SPARX Asset Management Co., Ltd., subadvisor to the Hennessy Japan Fund, shares his “feet-on-the-street” perspective on the recent sales tax hike, the rise in dividends and share buybacks, Japanese equities’ low valuations, and how the Fund is positioned for 2020.
November 2019
Portfolio Manager Tad Fujimura provides insights on how smaller or more domestically focused Japanese companies have been affected by the trade discussions, the sales tax increase, increased tourism, and corporate governance.
October 2019
In summer 2020, Tokyo will host the Olympic games, providing Japan an opportunity to showcase itself to the world. Investments in technology and infrastructure will delight visitors during the 2020 Games and beyond, and this strategy may help trigger a new growth period for Japan’s economy.
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