Find Insights
-
Portfolio Perspective
Cornerstone Mid Cap 30 FundPortfolio Drivers: Consumer Discretionary and Industrials
Neil J. HennessyChief Market Strategist and Portfolio ManagerRyan C. Kelley, CFAChief Investment Officer and Portfolio ManagerL. Joshua Wein, CAIAPortfolio ManagerCornerstone Mid Cap 30 Fund Portfolio Managers Ryan Kelley and Josh Wein review the Fund’s investment strategy, discuss the most recent rebalance, and highlight fundamental drivers of the portfolio.
-
Company Spotlight
Focus FundAST SpaceMobile: Transforming How the World Connects
David Rainey, CFACo-Portfolio ManagerBrian Macauley, CFACo-Portfolio ManagerIra Rothberg, CFACo-Portfolio ManagerAST is building the first and only space-based cellular broadband network accessible directly by everyday smartphones with both commercial and government applications.1 With strategic investments from leading technology players such as AT&T, Verizon, Vodafone and Google, AST has the bold goal to provide uninterrupted broadband connectivity, everywhere.
-
Portfolio Perspective
Japan FundBullish on Globally Oriented Japanese Companies
Masakazu Takeda, CFA, CMAPortfolio ManagerAngus Lee, CFAPortfolio ManagerIn the following commentary, the Hennessy Japan Fund Portfolio Managers share their thoughts on the current increased market volatility, portfolio updates, and their optimism on globally oriented Japanese companies.
Hennessy In the News
-
Schwab Network – “Investment Opportunities In Japan”
Masakazu Takeda, CFA, CMAPortfolio ManagerJapan has many world class companies with significant international growth opportunities – and a weak yen. Masa Takeda, Hennessy Japan Fund Portfolio Manager, invests in such companies aiming to benefit from the weak currency, which he believes enhances the international competitiveness of their holdings and naturally hedges the portfolio.
-
Hennessy Funds Win Two Lipper Fund Awards for Strong Investment Performance
Ben Cook, CFAPortfolio ManagerL. Joshua Wein, CAIAPortfolio ManagerRyan C. Kelley, CFAChief Investment Officer and Portfolio ManagerThe Hennessy Energy Transition Fund and the Hennessy Cornerstone Mid Cap 30 Fund have received the 2025 LSEG Lipper Fund Award for best-in-category, risk-adjusted performance.
-
Schwab Network – "David Ellison’s Picks: V, MA, JPM, WFC, C"
David EllisonPortfolio ManagerDavid Ellison says the reason why rates fall matters – especially if due to a recession. However, the banks he’s talked to don’t seem concerned about the economy, though he thinks big banks have the advantage over regionals. He likes Visa (V), Mastercard (MA), JPMorgan (JPM), Wells Fargo (WFC), and Citigroup (C). “The smaller you get, the more you need consolidation,” he adds.