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Portfolio Perspective
Cornerstone Mid Cap 30 FundPortfolio Drivers: Consumer Discretionary and Industrials
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 fundamental drivers of the portfolio.
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Company Spotlight
Focus FundAST SpaceMobile: Transforming How the World Connects
David Rainey, CFACo-Portfolio ManagerBrian Macauley, CFACo-Portfolio ManagerIra Rothberg, CFACo-Portfolio ManagerAST is building the first and only space-based cellular broadband network accessible directly by everyday smartphones with both commercial and government applications.1 With strategic investments from leading technology players such as AT&T, Verizon, Vodafone and Google, AST has the bold goal to provide uninterrupted broadband connectivity, everywhere.
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Portfolio Perspective
Japan FundJapan’s Evolving Investment Landscape in 2025
Masakazu Takeda, CFA, CMAPortfolio ManagerAngus Lee, CFAPortfolio ManagerIn the following commentary, the Hennessy Japan Fund Portfolio Managers summarized what most surprised them in 2024 about the Japanese market along with positive trends driving Japanese companies.
Hennessy In the News
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Hennessy Funds Win Two Lipper Fund Awards for Strong Investment Performance
Ben Cook, CFAPortfolio ManagerL. Joshua Wein, CAIAPortfolio ManagerRyan C. Kelley, CFAChief Investment Officer and Portfolio ManagerThe Hennessy Energy Transition Fund and the Hennessy Cornerstone Mid Cap 30 Fund have received the 2025 LSEG Lipper Fund Award for best-in-category, risk-adjusted performance.
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Schwab Network – "David Ellison’s Picks: V, MA, JPM, WFC, C"
David EllisonPortfolio ManagerDavid Ellison says the reason why rates fall matters – especially if due to a recession. However, the banks he’s talked to don’t seem concerned about the economy, though he thinks big banks have the advantage over regionals. He likes Visa (V), Mastercard (MA), JPMorgan (JPM), Wells Fargo (WFC), and Citigroup (C). “The smaller you get, the more you need consolidation,” he adds.
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Bloomberg – “These Managers Pick Stocks Once A Year. Here’s What Keeps Them Busy”
Ryan C. Kelley, CFAChief Investment Officer and Portfolio ManagerL. Joshua Wein, CAIAPortfolio ManagerRyan Kelley and Josh Wein, Portfolio Managers of the Hennessy Cornerstone Mid Cap 30 Fund, rely on a simple, time-tested formula that drills down to pick stocks that rank highly on three factors: value, growth, and momentum. Bloomberg's Jon Asmundsson investigates a day in the life of our portfolio managers whose fund has outpaced the S&P 500 for over two decades.