Continue
January 2025
The Portfolio Managers Ben Cook, CFA and Josh Wein share their insights on midstream companies’ strong performance over the past year, their shareholder-friendly capital allocation approach and current valuations.
The U.S. continues to be an engine of growth when it comes to energy production. The following commentary summarizes the 2024 market and what to expect in the new year.
Following natural gas utilities’ strong 2024 performance highlighted by robust earnings growth, many factors could drive the stocks in the new year including U.S. energy policies, artificial intelligence (AI), and attractive dividend levels.
September 2024
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.
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.
The Portfolio Managers share their insights on midstream companies’ strong performance over the past year, companies’ capital allocation approach that is aligned with shareholders, and current valuations.
Portfolio Managers Ben Cook and Josh Wein discuss Energy sector performance in the first half of 2024, how rate cuts could affect Energy companies, mergers and acquisition activity, the adoption of renewable energy, copper producer Freeport-McMoRan, and an Energy outlook.
August 2024
The Portfolio Managers of the Hennessy Gas Utility Fund discuss how rate cuts could affect natural gas utilities, the types of companies in the AGA Stock Index, natural gas demand, renewables, utilities’ earnings growth and dividends, and current valuations.
In Episode 21 of Viewpoints by Hennessy, Ben Cook, Portfolio Manager of the Hennessy Energy Transition Fund, explores the link between AI technology and rising energy demand around data centers' energy needs.
March 2024
On this episode of Viewpoints by Hennessy, Ben Cook, CFA and Portfolio Manager of the Hennessy Energy Transition Fund discusses the energy subsectors he’s watching right now, how the fund navigates environmental and regulatory concerns, remarks upon recent investor interest in energy transition.
*Required Fields