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June 2023
What do investors need to know about the investment landscape in Japan today? Masa Takeda, Portfolio Manager of the Hennessy Japan Fund, talks with Jay Coulter about the current environment in Japan. Topics that they cover include: Bank of Japan and “neutral guidance”, Japan’s current compelling valuations, Warren Buffett’s position in Japan, the investment case for Seven & I, and Mitsubishi Corporation.
May 2023
On this episode of Viewpoints by Hennessy, Dave Ellison joins Jay Coulter to discuss the financial sector and Dave shares his insights forged by three decades analyzing this space. They discuss the banking sector turmoil, the recent bank failures, bank bailouts, interest rate volatility, and where he sees opportunity.
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