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.
Dave Ellison and Ryan Kelley, Portfolio Managers recently shared their insights on why they believe the Financial sector is poised to outperform and where they see opportunities.
Portfolio Manager Ryan Kelley, and American Gas Association (AGA) executives Gary Gardner, Vice President of Corporate Affairs, and Richard Meyer, Managing Director, Energy Markets, shared their insights on the natural gas industry as well as investment opportunities.
Portfolio Manager Masa Takeda shares his insights on the Japanese economy and why it is faring relatively well with COVID-19. He provides his outlook for the coming year and explains why active stock picking will be important.
On a recent conference call, Portfolio Managers Ryan Kelley of the Hennessy Gas Utility Fund and Ben Cook of the Hennessy BP Energy Fund and Hennessy BP Midstream Fund shared their insights on the impact of the current economy on supply and demand dynamics and commodity prices for the oil and natural gas industries.
Portfolio Manager Masa Takeda shared his insights on Japan’s economy and market following the coronavirus outbreak as well as the benefits of Asia-based active management when investing in Japan.