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November 2021
Portfolio Managers Ryan Kelley and Josh Wein review the Fund’s investment strategy and discuss the Fund’s most recent rebalance and changes in the portfolio composition. They also highlight the fundamental drivers of select sectors within the portfolio.
August 2021
The Portfolio Managers of the Hennessy Focus Fund discuss how certain holdings benefit in today’s strong housing and used and new car market, merger and acquisition activity, a new holding, and the Fund’s potential earnings growth.
April 2021
In the following commentary, the Portfolio Managers of the Hennessy Cornerstone Growth Fund discuss the Fund’s formula-based investment strategy and how it drives the Fund’s sector and industry positioning.
In the following commentary, the Portfolio Managers of the Hennessy Cornerstone Large Growth Fund discuss the Fund’s quantitative investment process and how it drives the Fund’s sector and industry positioning.
In the following commentary, the Portfolio Managers of the Hennessy Cornerstone Value Fund discuss the Fund’s formula-based investment strategy and how it drives the Fund’s sector and industry positioning.
March 2021
The Hennessy Focus Fund Managers discuss the Fund’s growth rates and valuation, recently added positions, holdings that may take longer to recover, and their current watchlist.
RH (formerly Restoration Hardware) has transformed into a global luxury brand focused on a sophisticated lifestyle within the home furnishings marketplace. With its bespoke design and hospitality experience, RH plans to continue expanding its brand to the global marketplace.
While O’Reilly Automotive is a leader in the automotive aftermarket parts industry in the U.S., the company’s recent acquisition of Mexico-based Mayasa Auto Parts illustrates the company’s greater goals to expand its operations internationally.
December 2020
October 2020
The Hennessy Focus Fund Managers discuss current valuations, where they are finding opportunities, the investment case for new position Allegiant Travel, and how the pandemic has affected the market for used cars and car repairs.
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