Find Insights
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Portfolio Perspective
Cornerstone Mid Cap 30 FundPortfolio Drivers: Industrials, Energy, and Consumer Discretionary
Neil J. HennessyChief Market Strategist and Portfolio Manager
Ryan C. Kelley, CFAChief Investment Officer and Portfolio Manager
L. Joshua Wein, CAIAPortfolio ManagerRead the CommentaryCornerstone Mid Cap 30 Fund Portfolio Managers Ryan Kelley and Josh Wein review the Fund’s investment strategy, discuss the most recent rebalance, and highlight a few fundamental drivers of the portfolio.
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Portfolio Perspective
Japan FundJapan: Land of Opportunity Potential
Masakazu Takeda, CFA, CMAPortfolio Manager
Angus Lee, CFAPortfolio Manager
Kohei MatsuiPortfolio ManagerRead the CommentaryWith welcomed levels of inflation, a weak currency and an accommodative central bank, Japan is attracting considerable investor attention. The Portfolio Management team discusses their thoughts on interest rate direction, wage increases, record levels of tourism, and how the Fund is positioned to benefit in this economic environment.
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Conference Call RecapTop Takeaways from the Cornerstone Growth / Cornerstone Mid Cap 30 Funds Conference Call
Ryan C. Kelley, CFAChief Investment Officer and Portfolio Manager
L. Joshua Wein, CAIAPortfolio Manager
Neil J. HennessyChief Market Strategist and Portfolio ManagerRead the Call RecapPortfolio Managers Ryan Kelley and Josh Wein of the Hennessy Cornerstone Growth and Cornerstone Mid Cap 30 Funds recently discussed the Funds’ time-tested investment process.
Hennessy In the News
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The Wall Street Transcript: "Buying Businesses That Can Compound at a Mid-Teens Rate" Featuring Ira Rothberg
Ira Rothberg, CFACo-Portfolio ManagerView MoreHennessy Focus Fund Portfolio Manager Ira Rothberg believes the key to long-term performance is not interrupting the power of compounding. With approximately 25 holdings, the fund’s average holding period is about 10 years.
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Schwab Network - "Impact Of Clean Options On Energy Sectors"
Ben Cook, CFAPortfolio ManagerView MoreBen Cook, Portfolio Manager of the Hennessy Energy Transition Fund, believes natural gas is well positioned to meet the increasing demand for electric power, driven by the data centers providing AI computing power. Natural gas has done well year to date, and he believes there is more upside to come.
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MarketWatch - "Warren Buffett And Other Billionaires Are Buying Blue-Chip Energy Stocks. Here's Why."
Ben Cook, CFAPortfolio ManagerView MoreFears of a recession have brought energy stocks to attractive levels. Ben Cook, Portfolio Manager of Hennessy Energy Transition and Hennessy Midstream Funds, sees attractive valuations in the sector and shares insights on stocks like Occidental Petroleum and energy refiner PBF.
