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June 2020
On a recent conference call, Portfolio Managers Ryan Kelley of the Hennessy Gas Utility Fund and Ben Cook of the Hennessy BP Energy Fund and Hennessy BP Midstream Fund shared their insights on the impact of the current economy on supply and demand dynamics and commodity prices for the oil and natural gas industries.
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.
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.
Over the last five years, a difficult operating environment has hampered midstream energy companies and contributed to declines in distributions and stock prices. However, we believe that today midstream companies are at an important inflection point, poised to resume distribution growth that should attract favorable investor attention.
March 2019
Portfolio Managers Toby Loftin and Ben Cook discuss growth prospects and the outlook for distribution and dividend growth for midstream companies. They also outline how the Fund’s holdings are poised to benefit from rising global energy demand.
December 2018
Chief Investment Officer Neil Hennessy discusses recent volatility in the markets, and why he believes that the strong fundamentals still in place should reward long-term, level-headed investors who stay the course in 2019.
October 2018
Portfolio Managers Toby Loftin and Ben Cook discuss the business operations and primary growth drivers of midstream energy companies, and the Fund’s investment and distribution strategies.
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