About Hennessy Funds
We offer high-conviction strategies that can play a role in nearly every investor's portfolio.
Assets Under Management
Number of Funds
Hennessy Funds offers a broad range of mutual funds, including traditional equity, specialty, and sector funds, as well as more conservative multi-asset products. Our goal is to provide products that investors can have confidence in, knowing their money is invested as promised, with their best interest in mind.
Markets can be volatile. Media headlines may trumpet doom one day, rosy outcomes the next. In both turbulent and steady times, we stick to our time-tested strategies, and we focus on long-term results. Our team of tenured managers has the skill, experience, and confidence needed to build and maintain high-conviction portfolios through all types of market conditions.
We believe it’s critical for our shareholders to fully understand the strategies, risks, and costs of investing, as well as the potential rewards. That’s how successful long-term partnerships are built.
Hennessy Advisors, Inc., the investment advisor to the Hennessy Funds, was founded in 1989 in the San Francisco Bay Area by Neil J. Hennessy, who had been a successful stockbroker, branch, regional, and divisional manager for Paine Webber. He named the company in honor of his father, Edward J. Hennessy, who had also been a successful stockbroker. Neil believed that his father embodied the ideals that would make his business successful.
Hennessy Advisors was founded on the principles of treating customers honestly and ethically, building strong partnerships, and managing money for the sole benefit of shareholders, and those same principles guide us today, over 30 years later.
The firm became an SEC-registered investment advisor in 1990 and later expanded to managing open-end mutual funds. Our first fund, the Hennessy Balanced Fund, opened in 1996, followed soon thereafter by the Hennessy Total Return Fund in 1998.
Following ten successful, strategic acquisitions, the Hennessy family of products now includes mutual funds covering domestic equity, multi-asset, sector, and specialty categories.
Hennessy Funds is headquartered in Novato, CA, and maintains offices in Boston, MA, Chapel Hill, NC, and Austin, TX.