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.
Portfolio Managers Toby Loftin and Tim Dumois discuss the Fund’s correlation to oil prices, how energy companies are responding to shareholder preferences, and the outlook for energy markets.
Portfolio Managers Toby Loftin and Tim Dumois discuss how the Fund’s investment strategy differs from that of other managers, how the portfolio is positioned to take advantage of current opportunities, and why investors should consider active management when investing in the Energy sector.
Portfolio Managers Toby Loftin and Ben Cook discuss the business operations and primary growth drivers of midstream energy companies, and the Fund’s investment and distribution strategies.
Gas Utility Fund Portfolio Manager Ryan Kelley describes how natural gas is changing the landscape of energy. He shares his insights on key demand drivers and their outlook for the natural gas industry.
Hennessy Gas Utility Fund Portfolio Manager Ryan Kelley discusses the health of the natural gas industry and the growth opportunities from electric power generation and exportation. He also explains how a rising interest rate environment may impact the Fund.
Portfolio Manager Ryan Kelley describes the Fund's investment strategy, which focuses on the distribution of natural gas by owning publicly traded members of the American Gas Association.
This paper explores the significant demand drivers for natural gas, including electrical power generation, industrial and residential uses, fuel for transportation and liquefied natural gas (LNG) exportation, all of which may provide a compelling investment opportunity.