Contact Us

2023 Tax Documents

  • The Hennessy Funds 1099-R forms were mailed on 01/25/2024. (Qualified Plan / IRA redemptions)
  • The Hennessy Funds 1099-Q forms were mailed on 01/18/2024. (Coverdell ESA redemptions)
  • The Hennessy Funds 592-B forms were mailed on  01/11/2024. (State of CA backup withholding)
  • The Hennessy Funds combined 1099-DIV and 1099-B forms were mailed on 02/12/2024.

Contact Hennessy Funds

Questions about our portfolios? Need assistance with your account? Please contact a shareholder services representative:

For Individual Shareholders & Investors

Address

Hennessy Funds
7250 Redwood Boulevard, Suite 200
Novato, CA 94945

For Financial Professionals


Shareholder Servicing Agent

Address

Hennessy Funds
c/o U.S. Bancorp Fund Services, LLC
d/b/a U.S. Bank Global Fund Services
P.O. Box 701
Milwaukee, WI 53201-0701

For overnight/priority deliveries:
615 E. Michigan Street, 3rd Floor
Milwaukee, WI 53202-5207

Phone

  • 800.261.6950 or 414.765.4124

(9am-8pm ET, Monday thru Friday)


Custodian

Address

U.S. Bank N.A.
Custody Operations
1555 North River Center Dr. Ste 302
Milwaukee, WI 53212


Want to learn more about how to invest with Hennessy?

Get in Touch with Hennessy

For your protection, do not include account details in this message. We cannot make changes to accounts via emailed instructions.

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For the Media

To Schedule an Interview:

To schedule an interview with Hennessy Funds' CMS/Portfolio Manager, Neil Hennessy, or any of our Portfolio Managers, please contact our media relations firm, SunStar Strategic. If SunStar cannot be reached, please contact Hennessy Funds directly for urgent requests.

Sunstar Strategic Contact:

Hibre Teklemariam

Hennessy Funds Contact:

Lauri Hammer

To Book an Appearance:

Hennessy offers television interviews directly from our in-house studio, providing the media with immediate access to a number of experienced and well-respected mutual fund managers.

To book an appearance, simply arrange the interview with Hennessy Funds’ media relations firm, SunStar Strategic, and then for technical and transmission details call Reel & Co.

Reel & Co. Contact:

Download a high resolution photo and biography of our media spokespersons:

  • Neil J. Hennessy

    Neil J. Hennessy | Chief Market Strategist and Portfolio Manager

    With over four decades of investment management experience, Neil Hennessy is a nationally recognized and respected asset manager and frequent contributor to the financial media.

  • Ryan C. Kelley

    Ryan C. Kelley | Chief Investment Officer and Portfolio Manager

    Ryan Kelley brings over two decades of experience to his role as Chief Investment Officer and Portfolio Manager.  He is often quoted in the financial media for his market outlook and expertise in both the Natural Gas and Financial Services sectors.

  • David Ellison

    David Ellison | Portfolio Manager

    With over three decades of investment management experience, Dave Ellison is the most tenured mutual fund portfolio manager in the Financial Services sector.

  • L. Joshua Wein, CAIA

    L. Joshua Wein, CAIA | Portfolio Manager

    Josh Wein brings over two decades of experience to his role as Portfolio Manager of the Hennessy Gas Utility, Energy Transition, Midstream, Technology, Cornerstone, and multi-asset funds.

  • David Rainey

    David Rainey | Co-Portfolio Manager

    David Rainey brings over three decades of experience to his role as Portfolio Manager for the Hennessy Focus Fund. He is often quoted regarding his expertise in high active share, concentrated portfolios.

  • Brian Macauley

    Brian Macauley | Co-Portfolio Manager

    Brian Macauley brings nearly two decades of experience to his role as Portfolio Manager for the Hennessy Focus Fund. He is often quoted regarding his expertise in high active share, concentrated portfolios.

  • Ira Rothberg

    Ira Rothberg | Co-Portfolio Manager

    Ira Rothberg brings nearly two decades of experience to his role as Portfolio Manager for the Hennessy Focus Fund. He is often quoted regarding his expertise in high active share, concentrated portfolios.

  • Ben Cook

    Ben Cook | Portfolio Manager

    Ben Cook brings two decades of Energy sector investing experience to his role as Portfolio Manager of the Hennessy Energy Transition and Hennessy Midstream Funds. 

  • Masakazu Takeda

    Masakazu Takeda | Portfolio Manager

    Masa Takeda brings over two decades of Japanese investing expertise to his role as Portfolio Manager of the Hennessy Japan Fund, which he has managed since 2006.
     

  • Mark E. DeVaul

    Mark E. DeVaul | Portfolio Manager

    Mark Devaul brings over two decades of experience to his role as Co-Portfolio Manager of the equity portion of the Hennessy Equity and Income Fund which he has managed since 2011.

  • Gary B. Cloud

    Gary B. Cloud | Portfolio Manager

    Gary Cloud brings over three decades of experience to his role as Co-Portfolio Manager of the fixed income  portion of the Hennessy Equity and Income Fund which he has managed since 2007.