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December 2020
The market showed strength and resilience in 2020, hitting all-time record highs in December. With promising vaccines, historically low interest rates, and strong fundamentals, there is optimism for equities in 2021.
The Portfolio Managers of the Hennessy Gas Utility Fund discuss natural gas and electricity demand dynamics, the increased interest in renewable energy, and why utilities, with growing dividends and earnings, present an attractive investment opportunity.
June 2020
On a recent conference call, Portfolio Managers Ryan Kelley of the Hennessy Gas Utility Fund and Ben Cook of the Hennessy BP Energy Fund and Hennessy BP Midstream Fund shared their insights on the impact of the current economy on supply and demand dynamics and commodity prices for the oil and natural gas industries.
May 2020
Portfolio Managers of the Hennessy Gas Utility Fund discuss how the COVID-19 outbreak affected natural gas demand, how low oil prices may benefit natural gas, valuations of Utility stocks, and the Fund’s performance and current level of dividends.
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.
September 2019
Hennessy Gas Utility Fund Portfolio Managers Ryan Kelley and Josh Wein discuss the growth in production and consumption of natural gas and explain why the U.S is on pace to become the world's largest exporter. They describe how infrastructure spending can drive earnings and how portfolio companies have grown their dividend over time.
August 2019
In the following commentary, the Portfolio Managers of the Hennessy Gas Utility Fund discuss record levels of production and consumption of natural gas, the increase in demand for natural gas for both exportation and power generation, and the Hennessy Gas Utility Fund.
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.
March 2019
Natural gas has become one of America’s most important domestic energy solutions. Over the past 10 years*, U.S. consumption of natural gas has risen 28%, even though overall energy consumption declined slightly.
February 2019
In the following commentary, Portfolio Manager Ryan Kelley discusses the drivers behind the strong growth in the natural gas market in 2018, how tight inventories might cause more volatility in the gas price and the outlook for continued growth in natural gas exports.
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