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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.
The Portfolio Managers of the Hennessy Focus Fund discuss the portfolio companies that represent the most relative opportunity, the effect of higher debt costs and consumer spending trends on holdings, the increased weighting in Cogent Communications, and their 2024 outlook.
October 2023
NVR is one of America’s leading home builders. With its uniquely “asset-light” balance sheet and focus on operational efficiency, the company has created a hard-to-replicate business model.
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