Hennessy and Associates launch a new India Equity Fund which will focus on capturing capital gains and recurring income in the Indian market.

Taipei City, Taiwan -- (ReleaseWire) -- 03/03/2023 -- Hennessy and Associates, the wealth management specialists based in Taiwan, have announced the launch of their new India Equity Fund (IEF), which will focus on capturing capital gains and recurring income opportunities in the Indian market.

Director of Emerging Markets Jonathan Bennett, said, "We believe that this emerging market offers the most potentially rewarding opportunities, and we feel that this is the right time to make an entry into it. We have structured this Fund to take advantage of companies with sound fundamentals and, more importantly, solid expansion plans with low risk exposure."

The IEF, which comes with a recommended investment timeframe of 3-5 years, will provide income and some capital growth through investments, investing primarily in a diversified portfolio of stocks, focusing mainly on the IT, Health and Insurance, Infrastructure, and Renewable Energy Sectors.

The IEF will offer active asset allocation with a comprehensive risk management policy, and will be investing, directly or indirectly, at least 75% of its total net assets in publicly traded common stocks, preferred stocks and convertible securities of companies located in India.

The IEF will invest primarily in I (ACC) Share Class, with an all-cap strategy focused on companies with a sustainable competitive edge and pricing power, which are able to perform throughout economic cycles.

Investors will be rewarded primarily through income on assets and a sustainable income stream provided mainly by the fixed income assets. The IEF will be paying by quarterly distribution, depending on the availability of income and/or gains, which will be subject to the Fund Manager's discretion.

The IEF will be offered primarily to institutional investors but will also be made available to any independent investors who are able to meet the minimum investment entry level requirements. It is suitable for investors who are looking to draw an income and/or achieve long term capital appreciation.

About Hennessy and Associates
Hennessy and Associates is a wealth management company which operates out of Taiwan and which provides high quality financial products and investment opportunities, and offers portfolio management, pension and insurance services, to both individuals and institutional entities. We provide comprehensive and personalized investment solutions, and we adopt a multi-layered investment philosophy while maintaining regular portfolio monitoring to ensure that our investment activities are always in line with our clients' financial objectives.

For more information on this press release visit: http://www.releasewire.com/press-releases/release-3.htm

Hennessy and Associates have launched a new Fund which will concentrate on capturing the capital gains and income opportunities in the Chinese market.

Taipei City, Taiwan -- (ReleaseWire) -- 08/11/2022 -- Hennessy and Associates, the wealth management specialists based in Taiwan, have announced the launch of their new China Multi-Asset Income Distribution Fund I ("The Fund"), which will concentrate on capturing the capital gains and income opportunities in the Chinese market.

Director of Emerging Markets Jonathan Bennett, said, "We are looking to take advantage of the opportunities which are emerging from China's economic growth. This Fund will capture the best opportunities for income from the Chinese market while minimizing the risk exposure for our clients."

The Fund, which comes with a recommended investment timeframe of 3-5 years, will provide income and some capital growth through investments via one collective investment scheme, investing primarily in a diversified portfolio of stocks, focusing mainly on AI, Health Care, FinTech and Renewable Energy.

The Fund will offer active asset allocation with a comprehensive risk management policy, and it will be apportioned between Chinese equities (60%), Cash Equivalents (10%), and Chinese Bonds (30%), which are most suitably positioned to take advantage of the growth opportunities presented by the Chinese markets.

The fund will invest in both H-Shares and A/B Shares within the Equities market, and both Offshore and Onshore RMB in the Bonds market, and any exposure to onshore equities and fixed income assets will be managed in order to take advantage of the growth opportunities presented by onshore assets.

Investors will be rewarded primarily through income on assets and a sustainable income stream provided mainly by the fixed income assets. The Fund will be expected to pay through a yearly distribution, depending on the availability of actual income and/or actual gains, which will be subject to the Fund Manager's discretion.

This Fund will be offered primarily to institutional investors but will also be made available to any independent investors who are able to meet the minimum investment entry level requirements. It is suitable for investors who have a long-term investment horizon and seek regular income.

About Hennessy and Associates
Hennessy and Associates is a wealth management company which operates out of Taiwan, and which provides high quality financial products and investment opportunities, and offers portfolio management, pension and insurance services, to both individuals and institutional entities. We provide comprehensive and personalized investment solutions, and we adopt a multi-layered investment philosophy, while maintaining regular portfolio monitoring to ensure that our investment activities are always in line with our clients' financial objectives.

For more information on this press release visit: http://www.releasewire.com/press-releases/release-3.htm

Hennessy and Associates have announced the launch of a new investment fund which will focus on companies around the world whose primary business is in gold and other precious metals mining.

Taipei City, Taiwan -- (ReleaseWire) -- 02/16/2022 -- Hennessy and Associates, the wealth management specialists based in Taiwan, have announced the launch of a new investment fund, the Global Precious Metals Fund I ("GPMF I"), which will focus on companies around the world whose primary business is in gold and other precious metals mining.
 
The Fund's objective is to maximize total return by investing at least 80% of the Fund's total assets in stocks of companies worldwide whose primary business is in gold-mining, as well as in stocks of companies whose primary business is engaged in the exploration for and the marketing and processing of other precious metals or minerals and base metals or mineral mining.
 
The remaining 20% will be invested in financial instruments of large-cap companies in any sector globally, while the Fund will also allocate some the remaining 20% in debt instruments with loss-absorption features, including but not limited to contingent convertible bonds.
 
The GPMF I will also use derivatives for hedging, efficient portfolio management and investment purposes, but the Fund's net derivative exposure will not be more than 25% of the Fund's net asset values.
 
Hennessy and Associates' Chief Financial Analyst, Walter Campbell, said, "Gold has always been a safe haven for investors… We have developed this fund in order to safeguard our clients' portfolios against any possible negative fluctuations which we may witness in the coming months."
 
This fund will be aimed primarily at institutional clients and accredited investors, but will also be made available to any individual clients who are able to meet the necessary minimum entry level requirements.
  
About Hennessy and Associates
Hennessy and Associates is a wealth management company which operates out of Taiwan and which provides high quality financial products and investment opportunities, and offers portfolio management, pension and insurance services, to both individuals and institutional entities. We provide comprehensive and personalized investment solutions, and we adopt a multi-layered investment philosophy while maintaining regular portfolio monitoring to ensure that our investment activities are always in line with our clients' financial objectives.

For more information on this press release visit: http://www.releasewire.com/press-releases/release-3.htm

Hennessy and Associates reach another financial milestone.

Taipei City, Taiwan -- (ReleaseWire) -- 02/01/2022 -- Hennessy and Associates, the wealth management specialists based in Taiwan, have announced that they have now surpassed $5 billion in capital and assets under management.

CFO Stuart Bell, said, "We are extremely proud to have reached this milestone in such a short space of time, and this is testament to the hard work and dedication of our investment team. Our client base has grown as we have diversified our investments on a global scale, and we are proud that we have managed to help so many of our clients to achieve their financial objectives."

"The economic uncertainty which the pandemic has resulted in over the last two years compelled us to re-assess our strategies as we persuaded many of our institutional clients to consider more diversified investment solutions, especially in widening their outlook in terms of industries. We have also diversified our investments in terms of more Venture Capital opportunities, and we have seen many institutional entities adopt more investment solutions in the operation of their wealth management."

The company is now looking forward to more growth in the future, and to bolstering both their client base and ultimately the capital and assets under management.

CFO Stuart Bell, said, "We would like to take this opportunity to thank all of our existing clients for the faith they continue to show in our company. This milestone and the success of our investment funds is testament to the faith placed in our investment team."

About Hennessy and Associates
Hennessy and Associates is a wealth management company which operates out of Taiwan, and which provides high quality financial products and investment opportunities, and offers portfolio management, pension and insurance services, to both individuals and institutional entities. We provide comprehensive and personalized investment solutions, and we adopt a multi-layered investment philosophy while maintaining regular portfolio monitoring to ensure that our investment activities are always in line with our clients' financial objectives.

For more information on this press release visit: http://www.releasewire.com/press-releases/release-3.htm

Hennessy and Associates, the wealth management company based in Taiwan, have announced the launch of their inaugural Scholars Initiative for a selection of the brightest students in the country to receive full-scholarship to the National Taiwan University in Taipei.

Taipei City, Taiwan -- (ReleaseWire) -- 06/23/2021 -- Hennessy and Associates, the wealth management company based in Taiwan, have announced the launch of their inaugural Scholars Initiative for a selection of the brightest students in the country to receive full-scholarship to the National Taiwan University in Taipei.

Ten outstanding students from around the country have been chosen to receive full-scholarships to National Taiwan University, which will cover tuition and room and board costs, as well as extra funds for some recreation, as well as being obliged to participate in a Career Skills & Aptitude Preparation Program (CSAPP), which will help the recipients to prepare better for their chosen field of work after graduation.

The aim of the Scholars Initiative is to remove financial barriers from higher education and allow the brightest minds of the country to achieve the first step to independence without financial restraints. The CSAPP is aimed at further aiding the participants in preparing for their post-graduate careers by complementing their studying with off-campus components and interaction with mentors who can offer guidance.

Director of Community Relations James Mounter, said, "We are proud to be able to support those individuals who have the talent, ability, work ethic, and aptitude, but who may lack the financial resources that are needed to gain access to opportunities that might otherwise pass them by. We look forward to working with these deserving students and to helping them to achieve their full potential."

This is part of Hennessy and Associates' Community Program Charter, which aims to support the local community by offering financial aid or resources, and logistical support and guidance. The recipients have been chosen from all around Taiwan and have been selected due to their academic achievements, resumes, and work within the community, as well as impressing at their individual interviews.

About Hennessy and Associates
Hennessy and Associates is a wealth management company which operates out of Taiwan and which provides high quality financial products and investment opportunities, and offers portfolio management, pension and insurance services, to both individuals and institutional entities. We provide comprehensive and personalised investment solutions, and we adopt a multi-layered investment philosophy while maintaining regular portfolio monitoring to ensure that our investment activities are always in line with our clients' financial objectives.

For more information on this press release visit: http://www.releasewire.com/press-releases/release-3.htm

Hennessy and Associates have announced the expansion of their Emerging Markets Department with the addition of Viraj Khan as Senior Investment Analyst.

Taipei City, Taiwan -- (ReleaseWire) -- 04/23/2021 -- Hennessy and Associates, a full-service private wealth and investment services firm based in Taiwan, have announced the expansion of their Emerging Markets Department with the addition of Viraj Khan as Senior Investment Analyst.

The experienced analyst, who has worked for some of the most prestigious asset management companies in India over the last twenty years, will be heading the Emerging Markets Department and will be solely responsible for the company's Global Emerging Markets strategy, which will include both the Equity Markets and the Emerging Bond market.

With a strong macro-economic background, and lengthy experience in conducting detailed financial and investment analysis as well as portfolio management, Mr Khan will be a valuable addition to the team, and the perfect candidate to devise a strategy and structure funds to take advantage of the opportunities presented in the emerging markets region.

Furthermore, in this newly created position, Mr Khan will work closely with the rest of the team by way of client relations, in order to help to develop a better client understanding of the company's offerings by further articulating Hennessy and Associates' investment strategy, and thus further promote better client-advisor communication.

Hennessy and Associates' Chief Financial Analyst, Walter Campbell said, "We are thrilled to have someone of Mr Khan's experience and distinction join our firm and we look forward to his leadership helping us to progress as accompany."

Viraj Khan has already outlined his vision for the future and has indicated that he will employ an approach which will incorporate both top down and traditional bottom up analysis as he looks to maximize the investment opportunities presented, and in turn be able to generate optimal risk adjusted returns.

Hennessy and Associates' Chief Financial Analyst, Walter Campbell said, "We are excited about the prospects for emerging markets and we believe that he will be instrumental in helping us to harness the opportunities presented in this sector through the innovation which is required to meet our clients' needs."

Viraj Khan said, "I am proud to have been asked to join this company and I look forward to working with this team, and I am sure that we will achieve great things together in the near future."

About Hennessy and Associates
Hennessy and Associates is a wealth management company which operates out of Taiwan and which provides high quality financial products and investment opportunities, and offers portfolio management, pension and insurance services, to both individuals and institutional entities. We provide comprehensive and personalized investment solutions, and we adopt a multi-layered investment philosophy while maintaining regular portfolio monitoring to ensure that our investment activities are always in line with our clients' financial objectives.

For more information on this press release visit: http://www.releasewire.com/press-releases/release-3.htm

Hennessy and Associates announce the launch of an investment fund which will concentrate on capturing opportunities presented by Chinese companies in the AI industry.

Taipei City, Taiwan -- (ReleaseWire) -- 03/05/2021 -- Hennessy and Associates, the wealth management consultants based in Taiwan, are launching their new China AI Development Fund I which will focus on capturing opportunities presented by Chinese companies in the AI industry.

The China AI Development Fund I will provide an opportunity to investors to gain targeted exposure to Chinese companies which are involved in the design, manufacturing, and distribution of AI and Robotics products, as well as companies on a global scale which stand to benefit from the transformative changes which can be accomplished by the implementation of this new technology.

The People's Republic of China is undergoing an economic transformation as the government seeks to develop the country into a global high-tech superpower, and recent years have seen many significant developments within the next generation AI and Robotics fields, as several industries seek to adopt this new technology in order to lower manufacturing and production labor costs.

Hennessy and Associates' Chief Financial Analyst, Walter Campbell, said, "Robotics and AI technology is the future of all business and China is at the forefront of what will undoubtedly transform the economic landscape over the next decade. We have been working hard to forge links in the Chinese markets to help us to structure a fund which will take advantage of this, and enable us to offer our clients exposure to China's new technology sector."

The China AI Development Fund I will be made available primarily to institutional clients, but will also be offered to independent investors who are able to meet the minimum investment entry requirements.

About Hennessy and Associates
Hennessy and Associates is a wealth management company which operates out of Taiwan and which provides high quality financial products and investment opportunities, and offers portfolio management, pension and insurance services, to both individuals and institutional entities. We provide comprehensive and personalized investment solutions, and we adopt a multi-layered investment philosophy while maintaining regular portfolio monitoring to ensure that our investment activities are always in line with our clients' financial objectives.

For more information on this press release visit: http://www.releasewire.com/press-releases/release-3.htm