Hennessy employs a consistent and repeatable investment
process, combining time-tested, purely quantitative
stock selection formulas with a highly disciplined,
team-managed approach.
Time-tested,
Quantitative Formulas
We’ve used over 50 years’ worth
of market data to refine our investment formulas to maximize
long-term performance. We rely on proven quantitative
criteria such as price-to-sales ratio*, earnings growth, dividend
yield and stock price appreciation to select stocks.
Team Managed Portfolios
Each of our portfolios is team managed by tenured
asset managers. We employ an experienced and skilled investment team, led by Neil Hennessy, Portfolio
Manager and Chief Investment Officer.
Highly Disciplined
Management Style
We adhere to our proven, quantitative
investment formulas, in all types of market conditions.
Emotions, hunches and investment fads play no part in
our investment decisions. With history as our guide,
we believe that investing success comes from choosing
and holding quality stocks, and we simply won't allow
media headlines, short term market fluctuations or emotions
to distract us from our long term objectives.
Fully
Disclosed, Transparent Process
Our strategies and performance are fully disclosed, and our
process is transparent. We believe that smart investors want
to know exactly how their money is being invested, which is
why we disclose each step of our quantitative investment formulas,
as well as portfolio holdings and performance.
Proven Performance
Each of the Hennessy portfolios has proven
track record of performance.
We don't expect our portfolios to outperform in every
single time period, rather our formulas were developed
to maximize long-term returns, and we are proud of our
long-standing performance record.
Unwavering Commitment to
Shareholders
Hennessy is committed to our "shareholder
first" philosophy. We manage our portfolios for
the sole benefit of our long term shareholders, and
we refuse to manipulate short-term results or participate
in any type of "window dressing.” Hennessy has
a heritage of high ethical standards and compliance,
and we serve our clients with integrity, honesty and
candor. With Hennessy, clients can be confident that
their money is always invested as promised in the prospectus,
with no surprises. We invite existing and prospective
shareholders to speak with us directly. |
|
