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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.
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.
May 2023
Portfolio Managers Dave Ellison and Ryan Kelley discuss the banking crisis that unfolded in the first quarter of 2023, deposit withdrawals and their effect on banks, valuations of Financials, and an outlook for the sector for the remainder of 2023.
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.
October 2022
Portfolio Managers David Ellison and Ryan Kelley discuss banks’ net interest margins, their performance compared to the overall market, where they are seeing opportunities for both Funds, and their outlook for the Financials sector.
June 2022
Ryan Kelley, CIO of Hennessy Funds, provides his mid-year review and outlook on what lies ahead, emphasizing a long-term perspective.
April 2022
Portfolio Managers Dave Ellison and Ryan Kelley discuss how the Federal Reserve’s plans will likely affect banks and how the market has reacted to the Fed’s rate increase. They also cover valuations, loan growth, mergers and acquisitions, and the benefits of active management.
March 2022
Dave Ellison and Ryan Kelley, Portfolio Managers of the Hennessy Large Cap Financial Fund and Hennessy Small Cap Financial Fund, believe it could be an opportune time for Financials when margins expand and loan growth resumes.
February 2022
New and innovative technology is changing just about every industry, and the Financials sector is no exception. In this Sector Highlight, we examine the digital transformation trends in the banking industry and how banks are embracing technology to adapt to consumer demands and boost growth in revenue and profitability.
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