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⚠ Selloff or Market Correction? Either Way, Here's What to Do Next
See Overvalued Stocks
43.33
-0.01
-0.02%
20/12 - Delayed Data. Currency in USD
- Morningstar Rating:
- Total Assets: 360.36M
Hennessy Japan Institutional
43.33
-0.01
-0.02%
- Overview
- Profile
- Historical Data
- Holdings
Hennessy Japan Fund Institutional Class Overview
On this page you'll find an in-depth profile of Hennessy Japan Fund Institutional Class. Learn about the key management, total assets, investment strategy and contact information of HJPIX among other information.
Investment Strategy
The investment seeks long-term capital appreciation. The fund invests at least 80% of its net assets in equity securities of Japanese companies. The fund's manager considers a Japanese company to be a company organized under the laws of Japan, for which the principal securities trading market is Japan, or that has a majority of its assets or business in Japan. While it is considered a "diversified" mutual fund, it employs a relatively concentrated investment strategy and may hold securities of fewer issuers than other diversified funds.
Contact Information
Address
7250 Redwood Blvd., Suite 200
Novato,CA 94945
United States
Novato,CA 94945
United States
Phone
800-966-4354
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Angus Lee | Portfolio Manager | 2023 | Now |
| Biography | Angus Lee, CFA, has served as a Portfolio Manager of the Hennessy Japan Fund since July 2023. He joined SPARX in 2017 as an analyst and became a fund manager in 2019. | ||
| Kohei Matsui | Portfolio Manager | 2023 | Now |
| Biography | Kohei Matsui has served as a Portfolio Manager of the Hennessy Japan Fund since July 2023. He joined SPARX in 2015 as an analyst and became a fund manager in 2018. | ||
| Masakazu Takeda | Analyst, Portfolio Manager | 2006 | Now |
| Biography | Masakazu Takeda gained a bachelor’s degree from International Christian University (Tokyo) in 1996. He is currently the lead portfolio manager of the Japan Focus All Cap strategy at SPARX Asset Management in Tokyo, a role he has held since 2006. Before joining SPARX in 1999, he held different roles at Long Term Credit Bank (currently Shinsei Bank). He has 20 years of investment and financial market experience and is a CFA Charterholder. | ||
| Yu Shimizu | Analyst | 2012 | 2023 |
| Biography | Yu Shimizu gained a bachelor’s degree in Law from Keio University (Tokyo) in 1998. He is currently the lead portfolio manager of the Japan Sustainable Equity strategy at SPARX Asset Management in Tokyo, a role he has held since 2012. Before joining SPARX in 2005, he was working as an analyst at UFJ Partners Asset Management (currently Mitsubishi UFJ Asset Management) and prior to that as an analyst at Yasuda Capital Management (currently Yasuda Asset Management). | ||
| Tetsuya Hirano | Deputy Head | 2010 | 2012 |
| Biography | Tetsuya Hirano, CMA, has served as a Portfolio Manager since October 2015. He has been employed by SPARX since July 2006 and acts as the deputy head of the Investment & Research Division. Prior to joining SPARX, Mr. Hirano was a member of the Japanese equity investment team at Nikko Asset Management (formerly Nikko Securities Investment Trust Management Co., Ltd.). His prior positions at Nikko were as an international equity trader and as a European equity fund manager. | ||
| Shuhei Abe | Portfolio Manager, established SPARX Japan | 2003 | 2010 |
| Biography | Mr. Abe began his career as an analyst for Nomura Research Institute (Japan) and transferred to Nomura Securities in 1982. After working in Japanese equity institutional sales at Nomura Securities International (New York), he formed Abe Capital Research Inc. in 1985 and managed Japanese equity investments for US and European investors. In 1989, Mr. Abe returned to Tokyo, Japan to start SPARX Asset Management (SPARX). He founded SPARX USA in 1994 and has been a portfolio manager of the fund since its inception. Mr. Abe graduated from Sophia University with a B.A. in Economics in 1978 and obtained an MBA from Babson College. He completed Harvard Business School's Advanced Management Program (AMP) in 2005. | ||
| Kahori Ando | Senior Portfolio Manager | 2004 | 2006 |
| Biography | Ando has been the funds co-portfolio manager since April 2004. She is a senior fund manager of SPARX Japan and has been with SPARX Group since 1994. Prior to that, Ando was with BZW Securities (Japan) Limited. | ||
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