Unlocking Japan's Potential: The Benefits of Active Management
Masa Takeda, portfolio manager of the Hennessy Japan Fund, discusses the strength of the Japanese stock market, and that market performance is not due to economic growth or currency fluctuations, but rather to improvements in corporate governance.
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Masakazu Takeda, CFA, CMAPortfolio Manager
- In this article:
- Japan
- Japan Fund
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Portfolio Perspective
Japan Small Cap FundFinding Compelling Japanese Small-Caps
Takenari Okumura, CMAPortfolio ManagerTadahiro Fujimura, CFA, CMAPortfolio ManagerThe Portfolio Managers discuss their bottom-up approach to identifying undervalued small-cap companies and where they are currently finding opportunity.
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Portfolio Perspective
Japan FundBullish on Globally Oriented Japanese Companies
Masakazu Takeda, CFA, CMAPortfolio ManagerAngus Lee, CFAPortfolio ManagerIn the following commentary, the Hennessy Japan Fund Portfolio Managers share their thoughts on the current increased market volatility, portfolio updates, and their optimism on globally oriented Japanese companies.
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Market Outlook
Investment Outlook for Japanese Equities
Despite ongoing uncertainty, our Japan portfolio managers maintain a disciplined, long-term perspective, investing in quality companies at attractive valuations.