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Hennessy Japan Small Cap Fund Investor Class (0P00008UMD)
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Hennessy Japan Small Cap Fund Investor Class
16.740
+0.170
+1.03%
- Overview
- Profile
- Historical Data
- Holdings
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.
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
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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