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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.
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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.
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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
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InvestmentNews - "Hennessy Focus Fund Manager Highlights His Top Stocks"
Brian Macauley, CFACo-Portfolio ManagerWith a five to ten-year investment horizon, Brian Macauley, Hennessy Focus Fund Portfolio Manager, isn’t fazed by recent market volatility. He believes this is a good time for equities and shares his assessment of AST SpaceMobile (ASTS) and Brookfield Asset Management (BAM).
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Schwab Network - "Macauley’s Picks: ASTS, BN & More"
Brian Macauley, CFACo-Portfolio ManagerBrian Macauley, Hennessy Focus Fund Portfolio Manager, believes one of the benefits of a concentrated fund is that it requires active management and careful stock selection. With only 20-25 holdings, they must be highly selective, taking the time to conduct in-depth fundamental research before entering a position.
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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.