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 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 a few fundamental drivers of the portfolio.
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Portfolio Perspective
Japan FundA Bullish View on Japanese Companies
Masakazu Takeda, CFA, CMAPortfolio ManagerAngus Lee, CFAPortfolio ManagerKohei MatsuiPortfolio ManagerJapanese stocks are experiencing a historic rally and the Bank of Japan has raised interest rates for the first time since 2007. With this backdrop, the Portfolio Management team discusses the market rally, interest rates, ongoing inflation, expectations for tourism, and current valuations.
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Portfolio Perspective
Focus FundOwning a Collection of High-Quality Businesses in a Continued Strong Economy
David Rainey, CFACo-Portfolio ManagerBrian Macauley, CFACo-Portfolio ManagerIra Rothberg, CFACo-Portfolio ManagerThe Portfolio Managers of the Hennessy Focus Fund discuss key market drivers from 2023, how their current watchlist has changed over the past year, new holding Altus Group and their market outlook for 2024.
Hennessy In the News
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Schwab Network - "Impact Of Clean Options On Energy Sectors"
Ben Cook, CFAPortfolio ManagerBen 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 ManagerFears 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.
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MarketWatch - "This Fund's Winning Formula Is Diversified From Your Heavily Weighted Index Fund"
Neil J. HennessyChief Market Strategist and Portfolio ManagerRyan C. Kelley, CFAChief Investment Officer and Portfolio ManagerL. Joshua Wein, CAIAPortfolio ManagerPortfolio Managers Ryan Kelley, Josh Wein, and Neil Hennessy follow a formula-based unconventional strategy with the Hennessy Cornerstone Mid Cap 30 Fund, which has served the fund well for over 20 years.