L. Joshua Wein, CAIA
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27Years of Investing Experience
Josh serves as Portfolio Manager to ten of the Hennessy Funds. Prior to joining Hennessy in 2018, Josh served as Director of Alternative Investments and Co-Portfolio Manager at Sterling Capital Management and as Portfolio Manager at Bellator Capital Partners. He also worked as an associate equity research analyst at First Union Securities.
Josh received a BBA in Finance from Emory University and an MBA from Vanderbilt University. He is a CAIA charterholder and member of the CFA Society North Carolina and the Chartered Financial Analyst Institute.
Managed Funds
Fund Documents | Fund Facts | ||||
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Fund Name | Manager Commentary | Fact Sheet | MorningStar Fund Category | Inception Date | Worked on Fund Since |
Cornerstone Growth Fund | Small Blend | 11/1/96 | 2018 | ||
Cornerstone Mid Cap 30 Fund | Small Value | 9/17/03 | 2018 | ||
Cornerstone Large Growth Fund | Large Value | 3/20/09 | 2018 | ||
Cornerstone Value Fund | Large Value | 11/1/96 | 2018 | ||
Total Return Fund | Moderate Allocation | 7/29/98 | 2018 | ||
Balanced Fund | Moderately Conservative Allocation | 3/8/96 | 2018 | ||
Energy Transition Fund | Equity Energy | 12/31/13 | 2022 | ||
Midstream Fund | Energy Limited Partnership | 12/31/13 | 2022 | ||
Gas Utility Fund | Utilities | 5/10/89 | 2018 | ||
Technology Fund | Technology | 2/1/02 | 2018 |
Related Insights & News
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Portfolio Perspective
Cornerstone Large Growth FundSeeking Attractive Valuations and High Profitability
Neil J. HennessyChief Market Strategist and Portfolio ManagerRyan C. Kelley, CFAChief Investment Officer and Portfolio ManagerL. Joshua Wein, CAIAPortfolio ManagerIn the following commentary, the Portfolio Managers of the Hennessy Cornerstone Large Growth Fund discuss the Fund’s formula-based investment process and how it drives the Fund’s sector and industry positioning.
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WSJ - Winner's Circle - The Surprising Top Mutual Fund in the First Quarter
April 2024
Hennessy Cornerstone Growth Fund listed in the Wall Street Journal - Winner's Circle - April 7, 2024 **
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