Hennessy Japan Small Cap Fund Investor Class (HJPSX) Research

The fund's primary objective is to achieve substantial capital appreciation over the long term. It dedicates at least 80% of its net assets, alongside any borrowed funds used for investment purposes, to purchasing equity securities of smaller Japanese firms. These firms are generally defined as those with market capitalizations ranking among the bottom 20% of all publicly listed Japanese companies. The fund's management classifies a company as Japanese if it is legally organized under Japanese statutes, or if its principal securities trading market is Japan, or if the majority of its assets or business operations are situated within Japan.

Market snapshot

Symbol
HJPSX
Price
$22.36
Day change
+1.41%
Market cap
$121.6M
52-week range
19.1-23.02
Sector
Financial Services
Industry
Asset Management

Peer companies

  • AQR Small Cap Momentum Style Fund Class I (ASMOX)
  • Bancroft Fund Ltd. (BCV)
  • Clifford Capital Partners Fund Investor Class (CLFFX)
  • The Gabelli Healthcare & Wellness Trust (GRX)
  • Integrity Mid-North American Resources Fund Class A (ICPAX)
  • AMG Renaissance Large Cap Growth Fund - Class N (MRLTX)
  • Neuberger Berman Mid Cap Instrinsic Value Fd Trust (NBREX)
  • OCM Gold Atlas (OCMAX)

Open Hennessy Japan Small Cap Fund Investor Class (HJPSX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.