David Ellison
-
42Years of Investing Experience
Dave brings over three decades of investment management experience to Hennessy Funds and has been recognized by Morningstar as the most tenured mutual fund portfolio manager in the Financial Services sector.
Prior to joining Hennessy Funds in 2012, Dave served as President & Chief Investment Officer of the FBR Funds, where he launched and oversaw the line-up of FBR Funds. David began his career at Fidelity, where he managed the Select Home Finance Fund, and he developed his investing discipline and strategy under the tutelage of famed value-investor, Peter Lynch.
Dave received a BA in Economics from St. Lawrence University and an MBA from Rochester Institute of Technology.
Managed Funds
Fund Documents | Fund Facts | ||||
---|---|---|---|---|---|
Fund Name | Manager Commentary | Fact Sheet | MorningStar Fund Category | Inception Date | Worked on Fund Since |
Large Cap Financial Fund | Financial | 1/3/97 | 1997 | ||
Small Cap Financial Fund | Financial | 1/3/97 | 1997 |
Related Insights & News
-
Portfolio Perspective
Large Cap Financial FundSmall Cap Financial FundSeeking Innovation in the Financials Industry
David EllisonPortfolio ManagerRyan C. Kelley, CFAChief Investment Officer and Portfolio ManagerPortfolio Managers Dave Ellison and Ryan Kelley discuss what’s driving performance in the Hennessy Large Cap Financial Fund, how tariff increases affect banks, the interest rate environment, and the opportunities in financials.
-
-
Schwab Network – "David Ellison’s Picks: V, MA, JPM, WFC, C"
February 2025
David Ellison says the reason why rates fall matters – especially if due to a recession. However, the banks he’s talked to don’t seem concerned about the economy, though he thinks big banks have the advantage over regionals. He likes Visa (V), Mastercard (MA), JPMorgan (JPM), Wells Fargo (WFC), and Citigroup (C). “The smaller you get, the more you need consolidation,” he adds.
View MorePerformance data quoted represents past performance; past performance does not guarantee future results. The investment return and principal value of an investment will fluctuate so that an investor’s shares, when redeemed, may be worth more or less than their original cost. Current performance of the fund may be lower or higher than the performance quoted. Performance data current to the most recent month end may be obtained by visiting hennessyfunds.com.
Current and future holdings are subject to risk.
For standardized performance and fund holdings ,click here.
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-