Find Insights
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Portfolio Perspective
The Investment Case for Natural Gas Utilities
Ryan C. Kelley, CFAChief Investment Officer and Portfolio ManagerL. Joshua Wein, CAIAPortfolio ManagerThe Portfolio Managers of the Hennessy Gas Utility Fund discuss the Fund’s composition, earnings growth, dividends, and the case for natural gas utilities and other distribution companies. They also cover how the price of natural gas affects the Fund’s holdings and highlight the portfolio’s exposure to renewables.
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Portfolio Perspective
Investing in "Growth in Disguise" Japanese Companies
Masakazu Takeda, CFA, CMAPortfolio ManagerYu Shimizu, CMAPortfolio ManagerThe Portfolio Managers share their views on the Japanese market, how the Fund is positioned to take advantage of “growth in disguise” companies, and why investors may want to consider Japanese equities for the long term.
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Portfolio Perspective
Opportunities in the Financials Sector as Interest Rates Rise
David EllisonPortfolio ManagerRyan C. Kelley, CFAChief Investment Officer and Portfolio ManagerPortfolio Managers David Ellison and Ryan Kelley discuss banks’ net interest margins, their performance compared to the overall market, where they are seeing opportunities for both Funds, and their outlook for the Financials sector.
Hennessy In the News
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Yahoo! Finance – “Stock, Commodity Divergence Will Resolve To The Upside’”
Ben Cook, CFAPortfolio ManagerBen Cook, Portfolio Manager of the Hennessy Midstream Fund and the Hennessy Energy Transition Fund, believes oil and natural gas equities will continue to enjoy the benefit of a strong commodity environment.
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Hennessy Funds Honored by IMEA for "Best Overall Advisor Communications" for 6th Consecutive Year
The Investment Management Education Alliance has again recognized Hennessy Funds for "Best Overall Advisor Communications."
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Market Wrap with Moe Ansari - "Interview with David Ellison"
David EllisonPortfolio ManagerDavid Ellison, Hennessy Funds Portfolio Manager, believes most of the economy is doing well. For people who may not own stocks and bonds, that can get jobs, that are getting raises, there is no recession experience.