L. Joshua Wein, CAIA

  • 27
    Years 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
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

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