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April 2022
Portfolio Manager Tad Fujimura discusses the effects of the Russian war in Ukraine on Japanese companies, how the Fund is positioned, notable changes in the portfolio, and a few holdings he believes are trading at a discount with attractive growth prospects.
Portfolio Manager Masa Takeda discusses Japanese energy imports, inflation, interest rates, and valuations. He also talks about the effects on Japanese companies with regard to Russia and ongoing supply chain issues.
January 2022
Portfolio Manager Masa Takeda discusses the new Prime Minister’s focus on growth, the effect of global supply chain issues and currency weakness on exporters, and how the Fund is currently positioned.
December 2021
Many current catalysts drive our positive outlook on Japan: Pandemic-related restrictions have been easing, Kishidanomics is underway, and valuations look attractive.
Portfolio Manager Masa Takeda of the Hennessy Japan Fund shared his perspective on Japan’s market and economy. He discusses the weaker yen, how Japan's return on earnings could improve, valuations, and current opportunities among globally-oriented Japanese companies.
November 2021
Portfolio Manager Tad Fujimura shares his thoughts on the new Prime Minister, the global supply chain issues, areas of opportunity for the Fund, notable changes in the portfolio, earnings growth, valuations, and the outlook for Japanese domestic companies.
September 2021
Portfolio Manager Masa Takeda discusses the Japanese government’s response to the ongoing coronavirus pandemic, a weakening Yen, valuations and new holding, Hitachi.
June 2021
Daikin Industries is a global leader in heating and air conditioning products and systems. The company’s investments in the latest technology, partnership philosophy, and well-established blueprint for international expansion make Daikin a dominant company in this growing industry.
May 2021
Portfolio Manager Masa Takeda provides an update on the pandemic in Japan and discusses companies that may benefit from the pandemic and the government’s carbon neutrality goal. He provides an update on valuations, returns on equity, and changes to holdings within the Fund.
February 2021
Portfolio Manager Tad Fujimura shares his insights on Japan’s economic recovery, small-cap valuations, attractive sectors, and notable additions and deletions from the portfolio.
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