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January 2020
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.
November 2019
Portfolio Managers, Ryan Kelley and Josh Wein detail how the Hennessy Cornerstone Mid Cap 30 Fund utilizes a quantitative formula to select a concentrated portfolio of 30 domestic, mid-cap stocks.
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.
September 2019
Hennessy Cornerstone Value Fund Portfolio Managers Ryan Kelley and Josh Wein discuss the quantitatively managed concentrated portfolio of large, high dividend-yielding companies.
Hennessy Cornerstone Growth Fund Portfolio Managers Ryan Kelley and Josh Wein discuss the quantitatively managed concentrated portfolio which seeks growth at a reasonable price.
August 2019
In the following commentary, the Portfolio Managers of the Hennessy Cornerstone Growth Fund discuss the Fund’s quantitative investment strategy and how it drives the Fund’s sector and industry positioning.
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.
The Cornerstone Large Growth Fund's Portfolio Managers 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 quantitative investment strategy, and how it drives the Fund’s sector and industry positioning.
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.
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