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Portfolio Perspective
Factors Driving Japanese Companies in 2021
Masakazu Takeda, CFA, CMAPortfolio ManagerMasa Takeda of Tokyo-based SPARX Asset Management Co., Ltd., subadvisor to the Hennessy Japan Fund, discusses economic activity during the pandemic, the new Prime Minister’s initiatives, current valuations, ESG investing, and his outlook for Japanese investing in 2021.
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Portfolio Perspective
How The Election Outcome and COVID-19 Vaccine Could Affect Financials
David EllisonPortfolio ManagerRyan C. Kelley, CFAPortfolio ManagerPortfolio Managers Dave Ellison and Ryan Kelley discuss how a Democratic administration and a vaccine might affect financial stocks. They also provide their thoughts on current valuations and the attractiveness of payment processors.
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Portfolio Perspective
Growth in Demand, Dividends, and Earnings Presents Opportunities for Utilities
Ryan C. Kelley, CFAPortfolio ManagerL. Joshua Wein, CAIACo-Portfolio ManagerThe Portfolio Managers of the Hennessy Gas Utility Fund discuss natural gas and electricity demand dynamics, the increased interest in renewable energy, and why utilities, with growing dividends and earnings, present an attractive investment opportunity.
Hennessy In the News
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MarketWatch - "This Single-Country Stock Picker Strategy Can Help You Diversify"
Masakazu Takeda, CFA, CMAPortfolio ManagerMasa Takeda, Hennessy Japan Fund Portfolio Manager, follows a "best ideas large-cap strategy. He is upbeat about Japan's economy, due to the government's stimulus efforts during the pandemic, its economic reform policies, and a pro-business, pro-inflation central bank.
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Yahoo! Finance - "Utilities, Gas Stocks Remain Attractive"
L. Joshua Wein, CAIACo-Portfolio ManagerL. Joshua Wein, Co-Portfolio Manager of the Hennessy Funds Gas Utility Fund, notes that his fund is squarely focused on the distribution and transmission of natural gas. It does not bear the same commodity price risk as crude oil or natural gas, areas that can be quite volatile, creating fear in many investors.
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Hennessy Funds Honored by IMEA for "Best Overall Advisor Communications" for 4th Consecutive Year
The Investment Management Education Alliance has again recognized Hennessy Funds for "Best Overall Advisor Communications."