Continue
September 2022
The Portfolio Managers of the Hennessy Japan Small Cap Fund discuss the portfolio, their positive outlook on smaller Japanese stocks, and how they believe the recovery of the domestic economy will benefit small and mid-cap stocks.
The Portfolio Managers share their views on the Japanese market, how the Fund is positioned to take advantage of “growth in disguise” companies, and why investors may want to consider Japanese equities for the long term.
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.
The Portfolio Managers discuss the Fund’s valuation and earnings growth relative to the overall market, their current watchlist, new holding Shenandoah Telecommunications, American Woodmark’s pricing power, and what investors should consider going forward.
July 2022
The Portfolio Managers of the Hennessy Equity and Income Fund (HEIFX/HEIIX) discuss the equity and fixed income markets over the first half of 2022 and the attractiveness of high-quality securities in an environment of continued market volatility.
June 2022
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.
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 many small- and large-cap funds extending their reach to the mid-cap space, some investors may assume they have covered all asset classes. They could be missing out on the power of a mid-cap allocation.
Increased attention is being paid to the inclusion of focused mutual funds in portfolio allocations. Studies have shown that concentrated portfolios can provide meaningful performance advantages over time.
*Required Fields
