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January 2025
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.
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.
November 2024
The Portfolio Managers discuss the drivers creating a more favorable business environment for Japanese small-cap companies.
This year marked the 10th Annual CIO Roundtable where our distinguished Portfolio Managers gathered to share their perspectives on the market and economy.
Learn more about the Hennessy Cornerstone Mid Cap 30 Fund, a top-performing strategy that uses a transparent, consistent, disciplined approach to identify undervalued mid and small-cap companies. Portfolio Managers Ryan Kelley and Josh Wein explain their time-tested formula and discuss why it consistently outperforms the market.
Cornerstone Mid Cap 30 Fund Portfolio Managers Ryan Kelley and Josh Wein review the Fund’s investment strategy, discuss the most recent rebalance, and highlight fundamental drivers of the portfolio.
Masa Takeda, portfolio manager of the Hennessy Japan Fund, discusses the strength of the Japanese stock market, and that market performance is not due to economic growth or currency fluctuations, but rather to improvements in corporate governance.
In the following commentary, the Hennessy Japan Fund Portfolio Managers discussed a number of positive trends that could drive Japanese stocks higher. To participate, there are compelling reasons to consider an actively managed investment.
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