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April 2025
The Portfolio Managers discuss their bottom-up approach to identifying undervalued small-cap companies and where they are currently finding opportunity.
In the following commentary, the Hennessy Japan Fund Portfolio Managers share their thoughts on the current increased market volatility, portfolio updates, and their optimism on globally oriented Japanese companies.
Despite ongoing uncertainty, our Japan portfolio managers maintain a disciplined, long-term perspective, investing in quality companies at attractive valuations.
The Portfolio Management team at Hennessy Funds stand by their philosophy of maintaining a time-tested investment approach to their high-conviction portfolios.
In the following commentary, the Portfolio Managers of the Hennessy Cornerstone Large Growth Fund discuss the Fund’s formula-based 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 formula-based investment strategy and how it drives the Fund’s sector and industry positioning.
March 2025
Japanese equities are currently trading at compelling valuation levels compared to other developed equity markets around the world and relative to their own historical averages. We believe the Japanese market deserves a closer look.
When investing in Japanese businesses, we believe it is imperative to select a manager who is immersed in the culture and can perform in-depth, company-specific research to build a concentrated portfolio of Japanese companies that can outperform a benchmark and weather volatility.
Seven & i operates a diverse range of businesses, including the convenience store chain, 7-Eleven. Seven & i aims to become a world-class food-focused retail group, utilizing technologies and providing new experiences. Recent shareholder activism and acquisition offers demonstrate the company’s attractiveness to investors.
February 2025
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.
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