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February 2025
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.
The Portfolio Managers summarize the 2024 Japanese market and discuss the compelling opportunities they are finding in undervalued Japanese small-cap companies.
The Portfolio Managers Ben Cook, CFA and Josh Wein share their insights on midstream companies’ strong performance over the past year, their shareholder-friendly capital allocation approach and current valuations.
Ryan Kelley, Chief Investment Officer, discusses potential market volatility, opportunities in specific sectors like financials and energy, potential growth in small and mid-cap stocks and why a diversified approach is key.
On this episode of Viewpoints by Hennessy, Portfolio Manager of the Energy Transition Fund and Midstream Fund, Ben Cook discusses the evolving energy landscape and investment opportunities. Learn about the implications of a new U.S. administration on energy markets, including potential shifts in regulations and policies, how environmental regulations and policies influence investment decisions within this sector, and why the rise of AI is driving increased demand for electricity and its impact on various energy sources.
The U.S. continues to be an engine of growth when it comes to energy production. The following commentary summarizes the 2024 market and what to expect in the new year.
Following natural gas utilities’ strong 2024 performance highlighted by robust earnings growth, many factors could drive the stocks in the new year including U.S. energy policies, artificial intelligence (AI), and attractive dividend levels.
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