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.
Studies have shown that concentrated portfolios, those with generally fewer than 25 holdings, do not have a higher risk profile and that limiting a portfolio to just high-conviction "best ideas" may provide meaningful performance advantages over time.
Portfolio Managers David Rainey, Brian Macauley, and Ira Rothberg, discuss the Fund's concentrated, best-ideas investment strategy.
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.