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.
Portfolio Manager Masa Takeda provides his outlook for 2019 and shares his thoughts on recent market volatility, the impact of trade tariffs, the Bank of Japan’s monetary policy, and the case for active management.
Hennessy Japan Fund Portfolio Manager Masa Takeda discusses current valuations of Japanese equities and the growth in the factory automation and robotics industries. He also offers his thoughts on the importance of active management, the potential impact of trade tariffs, and Japan’s progress on reform initiatives.
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.
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.
Hennessy Japan Fund Portfolio Manager Masa Takeda discusses structural reform initiatives in Japan, why his Fund can prosper regardless of currency fluctuations, and the potential advantages of investing in large, globally competitive Japanese companies.
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.
Tourism is a growing industry in Japan, and it has the potential to contribute meaningfully to economic growth over the next decade as the country deregulates the industry, opens casinos, and welcomes foreign visitors to the Olympic Games in 2020.
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.
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.