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March 2022
Portfolio Manager Ben Cook, CFA discusses his thoughts on how higher prices have affected the economy, the capital discipline of many energy companies, renewable energy, and valuations.
February 2022
Ryan Kelley, CFA, Portfolio Manager of the Hennessy Gas Utility Fund and Ben Cook, CFA, Portfolio Manager of the Hennessy Energy Fund and Hennessy Midstream Fund recently shared their insights on the natural gas and energy sectors.
With the coming energy transition where carbon emissions will be required to be significantly reduced, we believe natural gas plays a role as an essential bridge to a more sustainable and reliable energy future that will also help meet the needs of the growing global energy demand.
June 2021
In his mid-year outlook, Hennessy Funds’ CIO Ryan Kelley reflects on the past year and shares his thoughts for the future.
March 2021
Portfolio Manager Ben Cook, CFA discusses his thoughts on the Energy sector in 2021, the effect of a Biden administration on the industry, renewable energy, and midstream companies’ valuations.
December 2020
The market showed strength and resilience in 2020, hitting all-time record highs in December. With promising vaccines, historically low interest rates, and strong fundamentals, there is optimism for equities in 2021.
December 2019
Chief Investment Officer Neil Hennessy reviews current market fundamentals and shares his outlook for the coming year. He provides observations and insights on why he believes this extended bull market still has plenty of room to run.
August 2019
Portfolio Managers Toby Loftin and Ben Cookdiscuss the year-to-date volatility in oil prices, consolidation activity in the Energy sector, and catalysts for midstream companies. They also discuss recent portfolio changes.
July 2019
Our team of tenured Portfolio Managers shares their mid-year insights on what's ahead for investors. They provide opinions on the direction of interest rates, trade disputes, and renewed volatility in both equity and fixed income markets, and share their insights about where they believe investment opportunities exist today.
February 2019
Portfolio Managers Toby Loftin and Tim Dumois discuss the Fund’s correlation to oil prices, how energy companies are responding to shareholder preferences, and the outlook for energy markets.
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