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June 2021
Japanese equities are currently trading at compelling valuation levels compared to other developed equity markets around the world and relative to their own historical averages. We believe the Japanese market deserves a closer look.
When looking at foreign countries that most commonly comprise foreign funds, Japan has performed well while continuing to offer compelling valuations.
When investing in Japanese businesses, we believe it is imperative to select a manager who is immersed in the culture and can perform in-depth, company-specific research to build a concentrated portfolio of Japanese companies that can outperform a benchmark and weather volatility.
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.
February 2021
Portfolio Manager Tad Fujimura shares his insights on Japan’s economic recovery, small-cap valuations, attractive sectors, and notable additions and deletions from the portfolio.
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.
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.
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