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Hennessy Japan Small Cap Fund Investor Class (0P00008UMD)

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17.350 -0.020    -0.12%
25/11 - Delayed Data. Currency in USD
  • Morningstar Rating:
  • Total Assets: 31.09M
Type:  Fund
Market:  United States
Issuer:  Hennessy
Asset Class:  Equity
Hennessy Japan Small Cap Fund Investor Class 17.350 -0.020 -0.12%

0P00008UMD Overview

 
On this page you'll find an in-depth profile of Hennessy Japan Small Cap Fund Investor Class. Learn about the key management, total assets, investment strategy and contact information of 0P00008UMD among other information.
Category

Japan Stock

Total Assets

31.09M

Expenses

1.52%

Inception Date

Aug 31, 2007

Investment Strategy

The investment seeks long-term capital appreciation. The fund invests at least 80% of its net assets in equity securities of smaller Japanese companies, typically considered to be companies with market capitalizations in the bottom 20% of all publicly traded 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.

Contact Information

Address 7250 Redwood Blvd., Suite 200
Novato,CA 94945
United States
Phone 800-966-4354

Top Executives

Name Title Since Until
Takenari Okumura - 2020 Now
Biography Takenari Okumura gained a bachelor’s degree from Keio University (Tokyo) in 2008. He is currently the lead portfolio manager of the Japan Small and Mid Cap strategy at SPARX Asset Management. He joined SPARX as a new graduate and has 11 years of investment and financial market experience.
Tadahiro Fujimura CIO (Chief Investment Officer) 2007 Now
Biography Tadahiro Fujimura, CFA and CMA, has served as the Chief Investment Officer of SPARX since April 2013, served as the head of the Investment & Research Division from April 2010 to December 2015, and is responsible for overseeing Japanese Mid and Small Cap Strategies. Prior to joining SPARX, Mr. Fujimura served as the Chief Portfolio Manager of the small-cap investment team at Nikko Asset Management (formerly Nikko Securities Investment Trust Management Co., Ltd.).
Tetsuya Hirano Deputy Head 2015 2020
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.
Hidehiro Moriya Portfolio Manager 2012 2015
Biography Hidehiro Moriya, Portfolio Manager. He joined SPARX 2006 as a research analyst, covering Mid and Small Cap companies. Prior to joining SPARX, he worked in the investment banking division of Morgan Stanley Japan Limited, where he handled large equity offerings and mergers and acquisitions.
Keitaro Kanai - 2010 2012
Biography Keitaro Kanai, CMA, has been a Portfolio Manager of the Hennessy Select SPARX Japan Smaller Companies Fund since June, 2010. He joined SPARX in November, 2007 as a research analyst. Prior to joining SPARX, he worked at Merrill Lynch Investment Managers (Black Rock Japan) as an analyst and fund manager on the Japanese equity specialist team, and at UFJ Partners Asset Management Co., Ltd. (currently Mitsubishi UFJ Asset Management Co, Ltd.) as an analyst and fund manager on the Japanese small cap stock investment team.”
Shuhei Abe Portfolio Manager, established SPARX Japan 2007 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.
Koji Suzuki Analyst 2007 2007
Biography Suzuki joined SPARX Japan as an analyst in 2003. Prior to that, he was a quantitative analyst at Goldman Sachs as well as a member of the institutional research sales team.
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