Undervalued and Overlooked: The Case for Japanese Small Caps
In this episode, Takenari Okumura, Portfolio Manager of the Hennessy Japan Small Cap Fund, talks about Japanese small caps vs. large caps, the active management advantage within Japanese small caps, Hennessy Fund’s industrial sector focus, and more.
-
Takenari Okumura, CMAPortfolio Manager
- In this article:
- Japan
- Japan Small Cap Fund
You might also like
-
Investment IdeaCompelling Valuations in Japan
Masakazu Takeda, CFA, CMAPortfolio Manager
Angus Lee, CFAPortfolio Manager
Tadahiro Fujimura, CFA, CMAPortfolio Manager
Takenari Okumura, CMAPortfolio ManagerRead the Investment IdeaJapanese 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.
-
Investment IdeaWhy Active Matters When Investing in Japan
Masakazu Takeda, CFA, CMAPortfolio Manager
Angus Lee, CFAPortfolio Manager
Tadahiro Fujimura, CFA, CMAPortfolio Manager
Takenari Okumura, CMAPortfolio ManagerRead the Investment IdeaWhen 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.
-
Fund Commentary
Japan Small Cap FundUnlocking Undervalued Potential in Japanese Small Caps
Takenari Okumura, CMAPortfolio Manager
Tadahiro Fujimura, CFA, CMAPortfolio ManagerRead the CommentaryIn the following commentary, the Portfolio Managers discuss recent strong performance, the effects of geopolitical tensions, softer Chinese tourism, currency dynamics, rising interest rates, wage negotiations, valuations, and economic drivers for the Fund’s Japanese small-cap holdings.