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April 2023
Warner Music - Focus Fund Portfolio Manager, Brian Macauley shares why Warner Music was added to the portfolio.
March 2023
Increased attention is being paid to the inclusion of focused mutual funds in portfolio allocations. Studies have shown that concentrated portfolios can provide meaningful performance advantages over time.
January 2023
In the fourth quarter of 2022, the Portfolio Managers of the Hennessy Focus Fund added five new holdings. In this Portfolio Perspective, they share their insights on these exceptional opportunities that can provide a potentially high return on investment over time.
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.
September 2022
CDW Corporation, a Fortune 500 company, is a value-added reseller (VAR) of information technology hardware, software, and services. We believe its scale advantages, breadth of offerings and consultative sales culture combined with a growing market and market share gains should propel attractive growth for many years to come.
August 2022
The Portfolio Managers discuss the Fund’s valuation and earnings growth relative to the overall market, their current watchlist, new holding Shenandoah Telecommunications, American Woodmark’s pricing power, and what investors should consider going forward.
June 2022
Ryan Kelley, CIO of Hennessy Funds, provides his mid-year review and outlook on what lies ahead, emphasizing a long-term perspective.
May 2022
The Portfolio Managers discuss several Fund holdings that offer an attractive risk/return profile, share their views on consumer-related holdings, and provide insights into the portfolio’s valuation and earnings growth relative to its benchmark.
February 2022
CarMax is the largest retailer of used cars in the U.S. Over the last 29 years it has grown from a single store to 230 stores across the country with consumer-friendly, no-haggle pricing, and a generous return policy, a straightforward approach contrasting the traditional used car dealers.
January 2022
The Portfolio Managers discuss how the Focus Fund has rewarded investors over the past 25 years. They also share their thoughts on how certain portfolio holdings have benefited from the inflationary environment, supply chain issues, and strong housing demand.
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