Viewpoints by Hennessy with Dave Ellison
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David EllisonPortfolio Manager
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Viewpoint
Japan's Economic Transformation: Insights on Markets, Tariffs, and Active Management
Masakazu Takeda, CFA, CMAPortfolio ManagerWith market volatility expected to persist, what are the key factors driving Japanese equities resilience? Explore the Japanese market with Masa Takeda, Portfolio Manager of the Hennessy Japan Fund. He analyzes the effects of U.S. tariffs, the yen’s movements, and the implications of Japan’s move away from deflation. Get an overview of the potential strategic investment opportunities in companies like Tokyo Marine and Orix, and gain insights into the current situation of Seven & i Holdings.
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Viewpoint
Navigating the Financial Landscape in 2025
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Viewpoint
Beyond Large Caps, Finding Opportunity in 2025
Ryan C. Kelley, CFAChief Investment Officer and Portfolio ManagerAfter a strong 2024, what's in store for investors in 2025? Ryan Kelley, CIO at Hennessy Funds, discusses potential market volatility, opportunities in specific sectors like financials and energy, and why a diversified approach is key.