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April 2022
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.
February 2022
CarMax is the largest retailer of used cars in the U.S. Over the last 29 years it has grown from a single store to 230 stores across the country with consumer-friendly, no-haggle pricing, and a generous return policy, a straightforward approach contrasting the traditional used car dealers.
January 2022
The Portfolio Managers discuss how the Focus Fund has rewarded investors over the past 25 years. They also share their thoughts on how certain portfolio holdings have benefited from the inflationary environment, supply chain issues, and strong housing demand.
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.
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.
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