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Portfolio Perspective
Portfolio 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
Factors Driving Investors' Attention to Japanese Companies
Masakazu Takeda, CFA, CMAPortfolio ManagerAngus Lee, CFAPortfolio ManagerKohei MatsuiPortfolio ManagerThere has been renewed interest in Japan following Berkshire Hathaway’s increased investment in Japanese companies this year. The Portfolio Managers of the Hennessy Japan Fund highlight the main factors attracting investors and potential beneficiaries of continued economic growth in Japan.
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Portfolio Perspective
Owning 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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MarketWatch - 'Keep It Simple' Helps This Stock-Fund Manager
Ryan C. Kelley, CFAChief Investment Officer and Portfolio ManagerRyan Kelley, portfolio manager of the Hennessy Cornerstone Mid Cap 30 Fund keeps things simple. The basic, yet time-tested screen for new companies, coupled with his five core investing principles, has served the fund well for over 20 years.
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CNBC-"The Consumer is in Good Shape"
Neil J. HennessyChief Market Strategist and Portfolio ManagerDespite a slowdown in revenue, Neil Hennessy, Hennessy Funds Chief Market Strategist, believes the market is in good shape heading into the holidays and anticipates a continued rally in 2024.
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Bloomberg Markets - The Close, featuring Masa Takeda
Masakazu Takeda, CFA, CMAPortfolio ManagerHennessy Japan Fund Manager, Masa Takeda, views rising interest rates and inflation as good for the Japanese economy and its equity market. This may turn Japanese investors from S&P 500 companies back to Japanese companies.