Find Insights
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Portfolio PerspectiveNatural Gas Remains a Fuel of Choice
Ryan C. Kelley, CFAChief Investment Officer and Portfolio Manager
L. Joshua Wein, CAIAPortfolio ManagerRead the CommentaryThe Portfolio Managers of the Hennessy Gas Utility Fund discuss America’s role as a global supplier of natural gas, the Fund’s alternative energy exposure, earnings growth expectations, and how Utilities perform in a rising rate environment.
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Portfolio PerspectiveQuality Growth Advantages in Japanese Companies
Masakazu Takeda, CFA, CMAPortfolio Manager
Yu Shimizu, CMAPortfolio ManagerRead the CommentaryPortfolio Manager Masa Takeda discusses Japanese energy imports, inflation, interest rates, and valuations. He also talks about the effects on Japanese companies with regard to Russia and ongoing supply chain issues.
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Portfolio PerspectiveRate Hikes and Loan Growth Could Boost Bank Margins
David EllisonPortfolio Manager
Ryan C. Kelley, CFAChief Investment Officer and Portfolio ManagerRead the CommentaryPortfolio Managers Dave Ellison and Ryan Kelley discuss how the Federal Reserve’s plans will likely affect banks and how the market has reacted to the Fed’s rate increase. They also cover valuations, loan growth, mergers and acquisitions, and the benefits of active management.
Hennessy In the News
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Bloomberg Radio - Market Uncertainty And Investing
David EllisonPortfolio ManagerView MoreDavid Ellison, Portfolio Manager of Hennessy Large & Small Cap Financial Funds, believes banks may benefit if Fed rates continue going up and remain around 2.5% for 5-10 years, however may be at risk if there is a recession and the rates are lowered again to zero.
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TD Ameritrade - Stocks To Watch: Markel (MKL) & Encore Capital Group (ECPG)
David Rainey, CFACo-Portfolio ManagerView MoreDavid Rainey, Portfolio Manager of Hennessy Focus Fund, is encouraged by the strength of the US economy, low unemployment, and people spending more. He shares two financial stocks, Encore Capital and Markel, that he believes have the potential to be leading lights for the next 5 to 10 years.
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The Wall Street Transcript - "Hydrocarbon Sector Positioned Well Even if Energy Prices Ease" April 2022
Ben Cook, CFAPortfolio Manager
L. Joshua Wein, CAIAPortfolio ManagerView MoreIn this article, Ben Cook and Josh Wein, Portfolio Managers, discuss holdings within the Hennessy Energy Transition Fund and the Hennessy Midstream Fund and the outlook for the sector. With capital allocation discipline, strong balance sheets, and significant cash flow generation capabilities, these companies should be able to maintain the productive capacity necessary to provide meaningful total returns to shareholders over the coming years.
