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January 2025
Ryan Kelley, Chief Investment Officer, discusses potential market volatility, opportunities in specific sectors like financials and energy, potential growth in small and mid-cap stocks and why a diversified approach is key.
November 2024
This year marked the 10th Annual CIO Roundtable where our distinguished Portfolio Managers gathered to share their perspectives on the market and economy.
Learn more about the Hennessy Cornerstone Mid Cap 30 Fund, a top-performing strategy that uses a transparent, consistent, disciplined approach to identify undervalued mid and small-cap companies. Portfolio Managers Ryan Kelly and Josh Wein explain their time-tested formula and discuss why it consistently outperforms the market.
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 fundamental drivers of the portfolio.
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.
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