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March 2024
On this episode of Viewpoints by Hennessy, Ben Cook, CFA and Portfolio Manager of the Hennessy Energy Transition Fund discusses the energy subsectors he’s watching right now, how the fund navigates environmental and regulatory concerns, remarks upon recent investor interest in energy transition.
January 2024
Portfolio Managers Ben Cook and Josh Wein summarize the Energy sector in 2023, the emphasis on capital discipline, reasons for consolidation, where the Fund is finding opportunity, and valuations and free cash flow yields.
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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