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Portfolio Perspective
Utilities - Attractive Valuations with steady Earnings and Dividend Growth Potential
Ryan C. Kelley, CFAChief Investment Officer and Portfolio ManagerL. Joshua Wein, CAIAPortfolio ManagerThe Portfolio Managers of the Hennessy Gas Utility Fund discuss the higher interest rate environment and how the Fund has performed historically. They also talk about the Fund’s current composition, earnings growth, and dividends along with valuation of the Utilities sector.
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Portfolio Perspective
A Focus on Traditional Banking Models
David EllisonPortfolio ManagerRyan C. Kelley, CFAChief Investment Officer and Portfolio ManagerPortfolio Managers Dave Ellison and Ryan Kelley discuss the banking crisis that unfolded in the first quarter of 2023, deposit withdrawals and their effect on banks, valuations of Financials, and an outlook for the sector for the remainder of 2023.
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Portfolio Perspective
Factors Driving Investors' Attention to Japanese Companies
Masakazu Takeda, CFA, CMAPortfolio ManagerAngus Lee, CFAPortfolio ManagerKohei MatsuiPortfolio ManagerThere has been renewed interest in Japan following Berkshire Hathaway’s increased investment in Japanese companies this year. The Portfolio Managers of the Hennessy Japan Fund highlight the main factors attracting investors and potential beneficiaries of continued economic growth in Japan.
Hennessy In the News
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Market Wrap With Moe Ansari - "Outlook For The Markets & Financial Sector"
David EllisonPortfolio ManagerDespite Wall Street predictions of a recession, Dave Ellison, Portfolio Manager of the Hennessy Large Cap Financial Fund, thinks the economy is doing well. With low unemployment rates and companies seeing wage gains across the board, he believes the Fed should move with caution and remain hawkish.
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Bloomberg Radio - "Banking, Cybersecurity, And Green Investing"
David Rainey, CFACo-Portfolio ManagerAs a long-term oriented investor, Hennessy Focus Fund Portfolio Manager, David Rainey, approaches every investment as if he'll own it indefinitely. Potential investments must meet the five criteria that make up the firm's rigorous analysis.
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MarketWrap with Moe Ansari - "Outlook for Oil & Energy"
Ben Cook, CFAPortfolio ManagerBen Cook, Hennessy Energy Transition Fund Portfolio Manager, believes prices for crude oil, gasoline, and diesel will continue to spike for the near term due to the tightening of supply and demand fundamentals in recent months. He thinks OPEC will continue to work toward price stability, setting up an attractive environment for the upstream sector.