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The Hennessy Focus Fund Managers discuss the Fund’s growth rates and valuation, recently added positions, holdings that may take longer to recover, and their current watchlist.
A discussion of the Financials sector during the pandemic, current bank valuations and margins, merger and acquisition activity, and outlook for the sector.
An update on the pandemic in Japan, valuations and returns on equity for Japanese companies, and changes to holdings within the Hennessy Japan Fund.
Natural Gas will play an enhanced role in the "energy transition," and investing in natural gas distribution companies can position your portfolio for the coming changes.