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June 2025
The Hennessy Gas Utility Fund is a convenient and simple way for investors to invest in the group of publicly traded members of the American Gas Association (AGA). The Fund’s Portfolio Managers attended the AGA Financial Forum recently to gain insight into trends affecting natural gas companies. The following highlights their takeaways from the Financial Forum.
May 2025
AST is building the first and only space-based cellular broadband network accessible directly by everyday smartphones with both commercial and government applications.1 With strategic investments from leading technology players such as AT&T, Verizon, Vodafone and Google, AST has the bold goal to provide uninterrupted broadband connectivity, everywhere.
With market volatility expected to persist, what are the key factors driving Japanese equities resilience? Explore the Japanese market with Masa Takeda, Portfolio Manager of the Hennessy Japan Fund. He analyzes the effects of U.S. tariffs, the yen’s movements, and the implications of Japan’s move away from deflation. Get an overview of the potential strategic investment opportunities in companies like Tokyo Marine and Orix, and gain insights into the current situation of Seven & i Holdings.
April 2025
The Portfolio Managers of the Hennessy Focus Fund discuss changes made to the portfolio in the first quarter of 2025, a new fund position, and insights into several holdings.
The Portfolio Managers discuss their bottom-up approach to identifying undervalued small-cap companies and where they are currently finding opportunity.
In the following commentary, the Hennessy Japan Fund Portfolio Managers share their thoughts on the current increased market volatility, portfolio updates, and their optimism on globally oriented Japanese companies.
Despite ongoing uncertainty, our Japan portfolio managers maintain a disciplined, long-term perspective, investing in quality companies at attractive valuations.
The Portfolio Management team at Hennessy Funds stand by their philosophy of maintaining a time-tested investment approach to their high-conviction portfolios.
In the following commentary, the Portfolio Managers of the Hennessy Cornerstone Large Growth Fund discuss the Fund’s formula-based investment process and how it drives the Fund’s sector and industry positioning.
In the following commentary, the Portfolio Managers of the Hennessy Cornerstone Value Fund discuss the Fund’s formula-based investment strategy and how it drives the Fund’s sector and industry positioning.
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