Ryan C. Kelley, CFA
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28Years of Investing Experience
Ryan brings over two decades of financial services experience to his role as Chief Investment Officer and Portfolio Manager at Hennessy Funds.
Ryan began his career as an associate in corporate finance at FBR & Co., a leading investment bank, and later joined their institutional equity research team. He was named to the FBR Funds Portfolio Management team in 2005. Ryan joined Hennessy Funds in 2012 through the acquisition of FBR Funds, and he was promoted to Chief Investment Officer in 2021 to lead our team of investment professionals.
Ryan received a BA from Oberlin College, and he is a CFA charterholder and a member of both the CFA Society Boston and the CFA Society North Carolina.
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 | 2017 | ||
Cornerstone Mid Cap 30 Fund | Small Value | 9/17/03 | 2017 | ||
Cornerstone Large Growth Fund | Large Value | 3/20/09 | 2017 | ||
Cornerstone Value Fund | Large Value | 11/1/96 | 2017 | ||
Total Return Fund | Moderate Allocation | 7/29/98 | 2017 | ||
Balanced Fund | Moderately Conservative Allocation | 3/8/96 | 2017 | ||
Gas Utility Fund | Utilities | 5/10/89 | 2012 | ||
Large Cap Financial Fund | Financial | 1/3/97 | 2005 | ||
Small Cap Financial Fund | Financial | 1/3/97 | 2005 | ||
Technology Fund | Technology | 2/1/02 | 2017 |
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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