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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.
November 2019
The Hennessy Focus Fund Managers discuss their investment process, describe share buyback programs among portfolio companies, and share their insights on a few of the Fund’s largest holdings.
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.
April 2019
The Hennessy Focus Fund Managers provide insights on two of the Fund’s largest holdings and also discuss the factors behind the recent recovery in the homebuilding market.
December 2018
Chief Investment Officer Neil Hennessy discusses recent volatility in the markets, and why he believes that the strong fundamentals still in place should reward long-term, level-headed investors who stay the course in 2019.
June 2018
Co-Portfolio Managers Ira Rothberg, Brian Macauley, and David Rainey discuss the impact of the Tax Reform bill on the portfolio and why they focus on the long-term performance of their concentrated portfolio. They also explain why they increased the weighting in American Woodmark and detail the investment case for top holding American Tower.
May 2017
Portfolio Managers David Rainey, Brian Macauley, and Ira Rothberg, discuss the Fund's concentrated, best-ideas investment strategy.
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