News & Press Center

Masa Takeda, Hennessy Japan Fund Portfolio Manager, identifies what he believes to be promising investment opportunities because the team understands the inner workings of the Japanese corporate landscape due to their presence on the ground in Japan. In his opinion, Japan is an attractive place for active managers, where the fund has the potential to thrive.

Portfolio Manager David Ellison expects banks to continue to cut costs and consolidate as they experience heavy loan losses, margin pressure and limited loan growth growing forward. He is investing more in the electronic movers of money, not buyers and sellers of money, for the fund.

Masa Takeda, Hennessy Japan Fund Portfolio Manager, describes his investment strategy that has resulted in a concentrated portfolio of Japanese companies with time-tested business models, proven long-term track records, global market growth potential, and higher returns on equity.

Masa Takeda, Hennessy Japan Fund Portfolio Manager, focuses on buying and holding companies he believes can grow through macroeconomic gyrations. It's not surprising that the Fund hasn't traded much in recent weeks.

While Masa Takeda, Hennessy Japan Fund Portfolio Manager, sees significant positive potential in Japan's stimulus package, he says the Fund is designed with the potential to do well in good and bad times rather than reacting to what's happening in the market.