Long1911.TJun 2026
Sumitomo Forestry
Sumitomo Forestry provides exposure to the structural undersupply of U.S. single-family housing and the expansion of Japanese homebuilders into the American market. Its…
Hennessy Japan Fund
Actively managed Japanese equity strategy investing in high-quality businesses with strong management, improving corporate fundamentals, and attractive valuations.3 published ideas
The Hennessy Japan Fund invests in Japanese businesses selected through fundamental analysis of competitive positioning, management quality, intrinsic value, and long-term growth prospects. Portfolio managers Masakazu Takeda and Angus Lee emphasize corporate governance reform, improving return on equity, disciplined capital allocation, and shareholder returns. The strategy seeks opportunities where market prices do not fully reflect underlying business fundamentals.
Ideas from Hennessy Japan Fund
Long1925.TJun 2026
Daiwa House
Daiwa House is identified among Japanese homebuilders expanding their presence in the United States to capitalize on the country's structural housing shortage. The managers…
Long1928.TJun 2026
Sekisui House
Sekisui House is positioned to benefit from the structural shortage of single-family housing in the United States, driven by sustained household formation and years of…
Letters covered
- Hennessy Japan Fund Quarterly Commentary - Identifying Select Opportunities in Japanese BusinessesJune 30, 2026
Source PDFs are not republished here; only extracted ideas and quotes.