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September 2024
With a global shift to renewable energy and rising urbanization, copper demand is expected to grow while supply remains constrained. We believe copper miners such as Freeport-McMoRan, are poised to benefit from this trend.
Portfolio Managers Ben Cook and Josh Wein discuss Energy sector performance in the first half of 2024, how rate cuts could affect Energy companies, mergers and acquisition activity, the adoption of renewable energy, copper producer Freeport-McMoRan, and an Energy outlook.
August 2024
In Episode 21 of Viewpoints by Hennessy, Ben Cook, Portfolio Manager of the Hennessy Energy Transition Fund, explores the link between AI technology and rising energy demand around data centers' energy needs.
June 2024
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.
March 2024
Energy is a large and complex sector. The sector’s broad sub-industries can be divided into a “value chain,” each segment of which has different characteristics and offers different investment opportunities.
On this episode of Viewpoints by Hennessy, Ben Cook, CFA and Portfolio Manager of the Hennessy Energy Transition Fund discusses the energy subsectors he’s watching right now, how the fund navigates environmental and regulatory concerns, remarks upon recent investor interest in energy transition.
January 2024
Portfolio Managers Ben Cook and Josh Wein summarize the Energy sector in 2023, the emphasis on capital discipline, reasons for consolidation, where the Fund is finding opportunity, and valuations and free cash flow yields.
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.
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.
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