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August 2024
In Episode 21 of Viewpoints by Hennessy, Ben Cook, Portfolio Manager of the Hennessy Energy Transition Fund, explores the link between AI technology and rising energy demand around data centers' energy needs.
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
The Portfolio Managers share their insights on capital expenditure spending, fluctuations of natural gas prices, how Midstream and MLP companies have historically outperformed during periods of high inflation, and the current investment case for midstream companies.
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.
November 2023
The Portfolio Managers of the Hennessy Gas Utility Fund discuss the higher interest rate environment and how the Fund has performed historically. They also talk about the Fund’s current composition, earnings growth, and dividends along with valuation of the Utilities sector.
July 2023
Many midstream companies offer a higher-quality balance sheet, consistent distribution growth, and a higher distribution coverage. Read our investment case for midstream equities.
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