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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.
November 2019
The Hennessy Focus Fund Managers discuss their investment process, describe share buyback programs among portfolio companies, and share their insights on a few of the Fund’s largest holdings.
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.
April 2019
The Hennessy Focus Fund Managers provide insights on two of the Fund’s largest holdings and also discuss the factors behind the recent recovery in the homebuilding market.
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
The Hennessy Focus Fund Managers present the investment case for three recent additions, Ashtead Group, Camping World, and Metro Bank, to their highly concentrated portfolio and review the reasoning behind their long-term time horizon.
June 2018
Co-Portfolio Managers Ira Rothberg, Brian Macauley, and David Rainey discuss the impact of the Tax Reform bill on the portfolio and why they focus on the long-term performance of their concentrated portfolio. They also explain why they increased the weighting in American Woodmark and detail the investment case for top holding American Tower.
Our team of tenured Portfolio Managers shares their insights on what's ahead for investors. They provide opinions on the direction of the stock market and interest rates, potential impact of Trump administration policies, hidden earnings power in the U.S. economy, and where they believe investment opportunities exist today.
May 2018
Hennessy Focus Fund Portfolio Managers discuss the return of market volatility and describe the investment case for two holdings in the fund.
February 2018
Hennessy Focus Fund Portfolio Managers discuss how they expect tax reform to affect the portfolio and share updates and their investment case for a number of key Fund holdings.
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