Our Investment Team		  

Neil J. Hennessy
Portfolio Manager and Chief Investment Officer
Neil Hennessy is a seasoned portfolio manager with 30 years of financial industry experience. Neil began his career as a financial advisor, and in 1989 he opened his own broker/dealer firm. In 1996, Neil founded his own asset management firm and launched his first mutual fund. Neil has a successful history acquiring asset management companies and starting mutual funds, and today he manages the entire family of quantitatively managed Hennessy Funds.

Neil is a recognized and respected asset manager who has ranked among Barron's Top 100 Mutual Fund Managers in 2003 through 2008*. Neil’s unique strength comes from employing a consistent and repeatable investment process, combining time-tested, purely quantitative stock selection formulas with a highly disciplined management style. Neil leads his investment team to manage portfolios for the sole benefit of their shareholders, never straying from their proven investment formulas.

Neil graduated from the University of San Diego and the Wharton School of Upper Management through the SIA.

Brian E. Peery
Co-Portfolio Manager
Brian Peery has nearly 20 years of experience in the financial services industry, having held institutional sales, trading, research and analyst positions. Brian began his financial career at a boutique investment research shop working as an equities analyst and went on to manage research and trading for a full service brokerage firm. Brian has been with Hennessy Funds since 2002, where he has served on the Investment and Research Committee and held roles as our Director of Sales and Director of Research. Today Brian is the Co-Portfolio Manager for the entire family of Hennessy Cornerstone Funds.

Brian’s strength as a money manager lies in his commitment to quantitative, formula-based investing. Having done extensive back-testing of various investment formulas, Brian understands the importance of non-emotional investing and adhering to a disciplined, repeatable stock selection process. Brian enjoys utilizing his technical trading expertise to benefit Hennessy Funds’ shareholders.

Brian holds a Bachelor’s degree in Economics from the University of Richmond (VA).

  

 
   

Past performance does not guarantee future results.

* Barron's has not published a "Top 100 Mutual Fund Managers" list since August, 2008.

Fund managers named to the Barron’s list of the industry's top 100 have consistently outperformed their peers. The Barron's/Value Line annual rankings system awards points to managers who generate more stable returns and subtracts points from funds deemed too volatile. A manager with average performance and volatility gets a score of zero. Superior managers get positive scores commensurate with the value they’ve added to a fund’s performance on an annualized basis. Value Line first scanned 1,008 equity funds, screening out those with more than two lead managers and managers with less than three years’ tenure. The remaining funds were then organized by investment objective, and those with less than $200 million in assets were eliminated. 564 managers qualified to be ranked.