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
Midstream FundWhat's Driving Midstream Company Performance?
Ben Cook, CFAPortfolio ManagerL. Joshua Wein, CAIAPortfolio ManagerThe Portfolio Managers share their insights on midstream companies’ strong performance over the past year, companies’ capital allocation approach that is aligned with shareholders, and current valuations.
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Morningstar: The Hennessy Cornerstone Mid Cap 30 Fund's Time-Tested Investment Process
May 2024
Ryan Kelley, Josh Wein, and Neil Hennessy, Portfolio Managers of the Hennessy Cornerstone Mid Cap 30 Fund provide in-depth insights on the time tested investment process that employs a value tilt and primarily invests in smaller company stocks.
View MoreMorningstar ranked HIMDX in the top 1% over the 1, 3, 5, and 10 years, among 482, 450, 424, and 332 Funds respectively in the Morningstar Small Value Category as of 6/30/24.
Past performance does not guarantee future results.
Current and future holdings are subject to risk.
Performance 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, and standardized performance can be obtained by viewing the fact sheet.
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Schwab Network - "Strategy Behind Hennessy Cornerstone Mid Cap 30 Fund"
May 2024
The strategy of the Hennessy Cornerstone Mid Cap 30 Fund may be simpler than most, but Ryan Kelley, Portfolio Manager, believes if you have a concentrated fund, and let the stocks run without selling too early, the fund can benefit over the long term.
View MoreMorningstar ranked HIMDX in the top 1% over the 1, 3, 5, and 10 years, among 482, 450, 424, and 332 Funds respectively in the Morningstar Small Value Category as of 6/30/24.
Past performance does not guarantee future results.
Current and future holdings are subject to risk.
Performance 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, and standardized performance can be obtained by viewing the fact sheet.
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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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