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December 2022
A “growth in disguise” company is one with compelling growth prospects yet the stock appears to be undervalued. We believe these Japanese businesses provide outsized opportunity for investors in the current environment.
September 2022
Deep-rooted cultural traditions of hard work and perseverance have contributed to Japan’s high-quality products, superior manufacturing, and technological innovations, resulting in a durable global competitive advantage.
June 2022
The Hennessy Gas Utility Fund's Portfolio Managers attended the American Gas Association (AGA) Financial Forum to gain insight into trends affecting natural gas companies including natural gas’ role as a solution for clean energy sources and as a strategic economic asset to the U.S. The following highlights their takeaways from the Financial Forum.
February 2022
New and innovative technology is changing just about every industry, and the Financials sector is no exception. In this Sector Highlight, we examine the digital transformation trends in the banking industry and how banks are embracing technology to adapt to consumer demands and boost growth in revenue and profitability.
With the coming energy transition where carbon emissions will be required to be significantly reduced, we believe natural gas plays a role as an essential bridge to a more sustainable and reliable energy future that will also help meet the needs of the growing global energy demand.
January 2022
While the pandemic slowed deal activity, the stage is set for deal making in 2022, we examine several trends that could reshape the banking ecosystem and likely provide a tailwind to bank stocks over the years to come.
December 2021
Many current catalysts drive our positive outlook on Japan: Pandemic-related restrictions have been easing, Kishidanomics is underway, and valuations look attractive.
November 2021
Despite exceptional YTD performance, Financials sector stocks are trading at a historically low relative discount to the market. The banking industry is healthy, and a number of catalysts, including robust M&A activity, higher interest rates, and accelerated loan growth, could push bank stocks higher.
March 2021
For more than a 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.
January 2021
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.
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