Hennessy Japan Fund Portfolio Manager Masa Takeda discusses structural reform initiatives in Japan, why his Fund can prosper regardless of currency fluctuations, and the potential advantages of investing in large, globally competitive Japanese companies.
Hennessy Focus Fund Portfolio Managers discuss the return of market volatility and describe the investment case for two holdings in the fund.
Hennessy Focus Fund Portfolio Managers discuss how they expect tax reform to affect the portfolio and share updates and their investment case for a number of key Fund holdings.
Two key measures of the health of the banking industry have shown significant improvement and could point to continued solid profitability in the Financial sector in 2019 and beyond.
Over the last two decades, the Financials Sector has become much more diverse. Financial companies operating in markets where growth is being driven by new processes and technological innovation have become an important part of the sector, offering investors high growth potential and additional diversification.
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.
Over the past decade, U.S. natural gas utility and pipeline companies have significantly increased investment in their infrastructure networks. We believe higher investment is a positive catalyst driving earnings growth for many natural gas distribution companies operating under rate of return (ROR) regulation.
Over the last decade, strong growth in production has allowed the U.S. to become a net exporter of natural gas. Both pipeline exports to Mexico and liquefied natural gas (LNG) exports to the rest of the world, especially Asia, have been growing rapidly, and significant further growth is forecast.
Tourism is a growing industry in Japan, and it has the potential to contribute meaningfully to economic growth over the next decade as the country deregulates the industry, opens casinos, and welcomes foreign visitors to the Olympic Games in 2020.
Hennessy Financial Funds Managers Dave Ellison and Ryan Kelley discuss how rising rates, deregulation and the Tax Reform bill could benefit the Financial Services sector and companies in the Funds.