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May 2023
The Portfolio Managers of the Hennessy Japan Small Cap Fund provide their thoughts on the new Bank of Japan (BOJ) Governor’s policies, increased tourism, current valuations, changes to the portfolio, and an outlook for the rest of 2023.
March 2023
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.
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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.
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