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April 2023
The Portfolio Managers of the Hennessy Gas Utility Fund discuss the production and demand dynamics of natural gas since the pandemic, including liquefied natural gas (LNG) exports and natural gas bans. They also provide an investment case for the Hennessy Gas Utility Fund.
Portfolio Manager Ben Cook, CFA discusses his thoughts on production and demand for the primary fuel mix, a continuation of buybacks and dividends in the Energy sector, and where the Fund is finding opportunity.
March 2023
Energy is a large and complex sector. The sector’s broad sub-industries can be divided into a “value chain,” each segment of which has different characteristics and offers different investment opportunities.
The Portfolio Managers share their insights on capital expenditure spending, fluctuations of natural gas prices, how midstream and MLP companies have historically outperformed during periods of high inflation, and the current investment case for midstream companies.
Richard Meyer from the American Gas Association and Hennessy Gas Utility Fund (GASFX/HGASX) Portfolio Manager Ryan Kelley recently provided insights into the natural gas industry as well as compelling investment opportunities in natural gas utilities.
October 2022
The Portfolio Managers of the Hennessy Gas Utility Fund discuss the Fund’s composition, earnings growth, dividends, and the case for natural gas utilities and other distribution companies. They also cover how the price of natural gas affects the Fund’s holdings and highlight the portfolio’s exposure to renewables.
Hennessy Gas Utility Fund Portfolio Manager, Ryan Kelley shares his insights on the increase in natural gas production, how demand is outpacing supply, and LNG prices around the world.
August 2022
With a global shift to renewable energy and urbanization on the rise, the demand for copper is expected to grow while supply remains constrained. The Hennessy Energy Transition Fund, Portfolio Manager, Ben Cook highlights three reasons why copper producer Freeport-McMoran may be poised to benefit from this trend.
With a global shift to renewable energy and rising urbanization, copper demand is expected to grow while supply remains constrained. We believe copper miners, such as Freeport-McMoRan, are poised to benefit from this trend.
June 2022
The Hennessy Gas Utility Fund's Portfolio Managers attended the American Gas Association (AGA) Financial Forum to gain insight into trends affecting natural gas companies including natural gas’ role as a solution for clean energy sources and as a strategic economic asset to the U.S. The following highlights their takeaways from the Financial Forum.
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