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June 2024
Portfolio Managers Ryan Kelley and Josh Wein of the Hennessy Cornerstone Growth and Cornerstone Mid Cap 30 Funds recently discussed the Funds’ time-tested investment process.
Ryan Kelly, CIO of Hennessy Funds reflects on the first half of 2024, marked by robust performance across all major indexes and provides his outlook on the U.S. market in a period of uncertainty and volatility.
February 2024
Hennessy Cornerstone Mid Cap 30 Fund (HFMDX/HIMDX) Portfolio Managers Ryan Kelley and Josh Wein recently discussed the Fund, the investment process, a few holdings, and the case for small- and mid-cap companies.
On this episode of Viewpoints by Hennessy, Ryan C. Kelley, CFA, Chief Investment Officer and Portfolio Manager, and L. Joshua Wein, CAIA, Portfolio Manager discuss the latest performance and insights of the Hennessy Cornerstone Mid Cap 30 Fund, including the performance of the fund’s current mid-cap holdings, their overarching investment strategy, and the case for investing in mid-caps today.
December 2023
Chief Investment Officer, Ryan Kelley, describes "market myopia" and the eight technology giants' effect on returns in 2023. He reinforces that time in the market and staying mindful of downside risk remains relevant and he believes the outlook for U.S. stocks remains positive.
For the ninth year, our seasoned portfolio management team gathered to share their insightful market and economic perspectives.
November 2023
Cornerstone 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.
September 2023
With many small- and large-cap funds extending their reach to the mid-cap space, some investors may assume they have covered all asset classes. They could be missing out on the power of a mid-cap allocation.
June 2023
Ryan Kelley, CIO of Hennessy Funds, gives his thoughts and outlook on current issues in the market. He continues to have a positive long term view.
December 2022
Chief Investment Officer, Ryan Kelley, summarizes a look back over a volatile 2022 and reinforces that time in the market can smooth out the choppy markets, and he believes the outlook for U.S. stocks remains positive.
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