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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WSJ - Winner's Circle - The Surprising Top Mutual Fund in the First Quarter
Ryan C. Kelley, CFAChief Investment Officer and Portfolio ManagerL. Joshua Wein, CAIAPortfolio ManagerNeil J. HennessyChief Market Strategist and Portfolio ManagerHennessy Cornerstone Growth Fund listed in the Wall Street Journal - Winner's Circle - April 7, 2024 **
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Schwab Network - "Crude Oil: 2024 Is the Year For Energy Stocks"
Ben Cook, CFAPortfolio ManagerBen Cook, Portfolio Manager of the Hennessy Energy Transition Fund, believes global demand for crude oil will increase to one million and a half barrels a day, year-over-year. While lower than last year, he thinks that increase along with gradually improving fundamentals are indicators that 2024 will continue to be a good environment for traditional equities.
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Three Hennessy Funds Named 2024 LSEG Lipper Fund Award Winner
Ben Cook, CFAPortfolio ManagerL. Joshua Wein, CAIAPortfolio ManagerRyan C. Kelley, CFAChief Investment Officer and Portfolio ManagerThe Hennessy Energy Transition Fund, the Hennessy Cornerstone Mid Cap 30 Fund, and the Hennessy Gas Utility Fund have received the 2024 LSEG Lipper Fund Award for best-in-category, risk-adjusted performance.