Media Coverage
42 media items found.
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Schwab Network - "Impact Of Clean Options On Energy Sectors"
July 2024
Ben Cook, Portfolio Manager of the Hennessy Energy Transition Fund, believes natural gas is well positioned to meet the increasing demand for electric power, driven by the data centers providing AI computing power. Natural gas has done well year to date, and he believes there is more upside to come.
View MorePerformance data quoted represents past performance; past performance does not guarantee future results. The investment return and principal value of an investment will fluctuate so that an investor’s shares, when redeemed, may be worth more or less than their original cost. Current performance of the fund may be lower or higher than the performance quoted. Performance data current to the most recent month end, and standardized performance can be obtained by viewing the fact sheet.
Current and future holdings are subject to risk.
Glossary of Terms contains definitions and additional informationhere.
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Morningstar: The Hennessy Cornerstone Mid Cap 30 Fund's Time-Tested Investment Process
May 2024
Ryan Kelley, Josh Wein, and Neil Hennessy, Portfolio Managers of the Hennessy Cornerstone Mid Cap 30 Fund provide in-depth insights on the time tested investment process that employs a value tilt and primarily invests in smaller company stocks.
View MoreMorningstar ranked HIMDX in the top 1% over the 1, 3, 5, and 10 years, among 482, 450, 424, and 332 Funds respectively in the Morningstar Small Value Category as of 6/30/24.
Past performance does not guarantee future results.
Current and future holdings are subject to risk.
Performance data quoted represents past performance; past performance does not guarantee future results. The investment return and principal value of an investment will fluctuate so that an investor’s shares, when redeemed, may be worth more or less than their original cost. Current performance of the fund may be lower or higher than the performance quoted. Performance data current to the most recent month end, and standardized performance can be obtained by viewing the fact sheet.
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Schwab Network - "Strategy Behind Hennessy Cornerstone Mid Cap 30 Fund"
May 2024
The strategy of the Hennessy Cornerstone Mid Cap 30 Fund may be simpler than most, but Ryan Kelley, Portfolio Manager, believes if you have a concentrated fund, and let the stocks run without selling too early, the fund can benefit over the long term.
View MoreMorningstar ranked HIMDX in the top 1% over the 1, 3, 5, and 10 years, among 482, 450, 424, and 332 Funds respectively in the Morningstar Small Value Category as of 6/30/24.
Past performance does not guarantee future results.
Current and future holdings are subject to risk.
Performance data quoted represents past performance; past performance does not guarantee future results. The investment return and principal value of an investment will fluctuate so that an investor’s shares, when redeemed, may be worth more or less than their original cost. Current performance of the fund may be lower or higher than the performance quoted. Performance data current to the most recent month end, and standardized performance can be obtained by viewing the fact sheet.
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WSJ - Winner's Circle - The Surprising Top Mutual Fund in the First Quarter
April 2024
Hennessy Cornerstone Growth Fund listed in the Wall Street Journal - Winner's Circle - April 7, 2024 **
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Opinions expressed are subject to change at any time, are not guaranteed, and should not be considered investment advice.
** The Hennessy Cornerstone Growth Fund HFCGX was the top actively managed U.S. Stock fund as of 3/31/2024 based on 12 month total returns. To qualify for inclusion in the Winners' Circle, funds must be actively managed U.S. Stock Mutual Funds with more than $50 Million in assets and a record of three years of more. The survey excludes index and sector funds, funds that employee leverage strategies and most quantitative funds. The results are calculated by Morningstar direct.
Index performance is not indicative of fund performance.
DOE refers to the Department of Energy. EIA refers to the U.S.Energy Information Administration. FERC refers to the Federal Energy Regulatory Commission.
References to other funds should not be interpreted as an offer of these securities.