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Portfolio Perspective
Factors Driving Japanese Companies in 2021
Masakazu Takeda, CFA, CMAPortfolio ManagerMasa Takeda of Tokyo-based SPARX Asset Management Co., Ltd., subadvisor to the Hennessy Japan Fund, discusses economic activity during the pandemic, the new Prime Minister’s initiatives, current valuations, ESG investing, and his outlook for Japanese investing in 2021.
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Portfolio Perspective
How The Election Outcome and COVID-19 Vaccine Could Affect Financials
David EllisonPortfolio ManagerRyan C. Kelley, CFAChief Investment Officer and Portfolio ManagerPortfolio Managers Dave Ellison and Ryan Kelley discuss how a Democratic administration and a vaccine might affect financial stocks. They also provide their thoughts on current valuations and the attractiveness of payment processors.
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Portfolio Perspective
Growth in Demand, Dividends, and Earnings Presents Opportunities for Utilities
Ryan C. Kelley, CFAChief Investment Officer and Portfolio ManagerL. Joshua Wein, CAIAPortfolio ManagerThe Portfolio Managers of the Hennessy Gas Utility Fund discuss natural gas and electricity demand dynamics, the increased interest in renewable energy, and why utilities, with growing dividends and earnings, present an attractive investment opportunity.
Hennessy In the News
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Ryan C. Kelley Named Chief Investment Officer
Ryan C. Kelley, CFAChief Investment Officer and Portfolio ManagerHennessy Funds is pleased to announce the promotion of Ryan C. Kelley to Chief Investment Officer.
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CNBC - "There's No Euphoria In Markets Right Now"
Neil J. HennessyChief Market Strategist and Portfolio Manager"Most companies weathered the storm in 2020 because that's what companies do," says Neil Hennessy, Hennessy Funds Chief Investment Officer. He believes volatility will continue but does not expect a bear market any time soon.
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TD Ameritrade - "Ryan Kelley's Investment Opportunities In The Current Market Environment
Ryan C. Kelley, CFAChief Investment Officer and Portfolio ManagerRyan Kelly, Hennessy Cornerstone Mid Cap 30 Fund Portfolio Manager, believes mid- and small-caps may outperform large-caps in 2021. Beaten-up sectors like financials, energy, and utilities also show the potential to do much better.