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March 2025
Energy is a large and complex sector. The sector’s broad sub-industries can be divided into a “value chain,” each segment of which has different characteristics and offers different investment opportunities.
Japanese equities are currently trading at compelling valuation levels compared to other developed equity markets around the world and relative to their own historical averages. We believe the Japanese market deserves a closer look.
When investing in Japanese businesses, we believe it is imperative to select a manager who is immersed in the culture and can perform in-depth, company-specific research to build a concentrated portfolio of Japanese companies that can outperform a benchmark and weather volatility.
Seven & i operates a diverse range of businesses, including the convenience store chain, 7-Eleven. Seven & i aims to become a world-class food-focused retail group, utilizing technologies and providing new experiences. Recent shareholder activism and acquisition offers demonstrate the company’s attractiveness to investors.
Hennessy Funds Portfolio Manager Dave Ellison discusses the key drivers behind the financial sector's strong performance in 2024, the impact of potential rate cuts and regulatory changes, and the evolving landscape of banking in 2025. He also explores the challenges and opportunities facing both large and small banks, the role of AI, and the critical risks to watch, from traditional credit concerns to transformative technological shifts.
February 2025
In the following commentary, the Hennessy Japan Fund Portfolio Managers summarized what most surprised them in 2024 about the Japanese market along with positive trends driving Japanese companies.
In the following commentary, the Portfolio Managers of the Hennessy Focus Fund summarize the 2024 market and provide their insights on their 2025 outlook, including the impact on holdings from presidential administration’s policy changes and the growth of AI.
January 2025
In the following commentary, the Portfolio Managers of the actively managed Hennessy Equity and Income Fund provide their perspective on investing in high-quality companies and investment grade bonds in 2025.
After a strong 2024, what's in store for investors in 2025? Ryan Kelley, CIO at Hennessy Funds, discusses potential market volatility, opportunities in specific sectors like financials and energy, and why a diversified approach is key.
Portfolio Managers Dave Ellison and Ryan Kelley discuss what drove 2024 performance in the Financials sector and drivers for potential earnings growth in a lighter regulatory and declining interest-rate environment.
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