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May 2023
Berkshire Hathaway has increased its investment in five Japanese trading companies, Mitsubishi Corp., Mitsui & Co., Sumitomo Corp., Itochu Corp., and Marubeni, with investors taking notice. With Buffett strengthening his focus on Japan, we believe investors should as well.
March 2023
Japanese equities are currently trading at compelling valuation levels compared to other developed equity markets around the world and relative to their own historical averages. We believe the Japanese market deserves a closer look.
When investing in Japanese businesses, we believe it is imperative to select a manager who is immersed in the culture and can perform in-depth, company-specific research to build a concentrated portfolio of Japanese companies that can outperform a benchmark and weather volatility.
Hennessy Japan Fund Portfolio Manager Masa Takeda discusses his 2023 outlook for the Japanese markets and what could drive a rerating of valuation multiples.
Watch Hennessy Japan Fund Portfolio Manager Masa Takeda provide a recap of the Japanese markets in 2022, including areas of the market that performed well and areas that underperformed.
HOYA is a leading supplier of innovative high-tech and medical products whose diverse business profiles include eyeglasses, medical endoscopes, intraocular lenses, optical lenses as well as key components for semiconductor devices, liquid-crystal display (LCD) panels and hard disk drives (HDDs).
February 2023
The Portfolio Managers share their views on the Bank of Japan’s actions on its yield curve control policy, Japan’s inflation level, wage growth, valuations and the reopening of the economy.
The Portfolio Managers of the Hennessy Japan Small Cap Fund discuss wage growth, the fluctuating Japanese yen, current valuations, new Fund holdings, and their outlook for the rest of 2023.
January 2023
Hennessy Japan Fund Portfolio Manager Masa Takeda provides an update on significant events in Japan from 2022 and gives his outlook on what 2023 might bring.
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.
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