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April 2025
The Portfolio Managers of the Hennessy Focus Fund discuss changes made to the portfolio in the first quarter of 2025, a new fund position, and insights into several holdings.
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.
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.
February 2025
In the following commentary, the Hennessy Japan Fund Portfolio Managers summarized what most surprised them in 2024 about the Japanese market along with positive trends driving Japanese companies.
In the following commentary, the Portfolio Managers of the Hennessy Focus Fund summarize the 2024 market and provide their insights on their 2025 outlook, including the impact on holdings from presidential administration’s policy changes and the growth of AI.
January 2025
In the following commentary, the Portfolio Managers of the actively managed Hennessy Equity and Income Fund provide their perspective on investing in high-quality companies and investment grade bonds in 2025.
Portfolio Managers Dave Ellison and Ryan Kelley discuss what drove 2024 performance in the Financials sector and drivers for potential earnings growth in a lighter regulatory and declining interest-rate environment.
The Portfolio Managers summarize the 2024 Japanese market and discuss the compelling opportunities they are finding in undervalued Japanese small-cap companies.
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