Portfolio Managers, Ryan Kelley and Josh Wein detail how the Hennessy Cornerstone Mid Cap 30 Fund utilizes a quantitative formula to select a concentrated portfolio of 30 domestic, mid-cap stocks.
Hennessy Japan Fund Portfolio Manager Masa Takeda shares his insights on the Japanese economy, reform initiatives, and his outlook and valuations for Japanese equities. He also describes the importance of active management when investing in Japan.
Hennessy Gas Utility Fund Portfolio Managers Ryan Kelley and Josh Wein discuss the growth in production and consumption of natural gas and explain why the U.S is on pace to become the world's largest exporter. They describe how infrastructure spending can drive earnings and how portfolio companies have grown their dividend over time.
Financial Funds Portfolio Managers David Ellison and Ryan Kelley discuss the current strength and historically low valuations of the banking sector. They discuss growth drivers for banks and highlight the opportunity among diversified financial and fintech firms.
Hennessy Japan Fund Portfolio Manager Masa Takeda discusses why he believes Japan is moving in the right direction and shares his insights on the progress of reform initiatives. He discusses the impact of a strengthening yen, and he makes the case for active managers when investing in Japanese companies.
Hennessy Gas Utility Fund Portfolio Manager Ryan Kelley discusses the health of the natural gas industry and the growth opportunities from electric power generation and exportation. He also explains how a rising interest rate environment may impact the Fund.
Financial Funds Portfolio Managers Dave Ellison and Ryan Kelley share their thoughts on the current health of the Financial sector. They discuss how rising interest rates and business rationalization are driving bank profitability, and they describe where they are finding opportunities within the sector.
Co-Portfolio Managers Ira Rothberg, Brian Macauley, and David Rainey discuss the impact of the Tax Reform bill on the portfolio and why they focus on the long-term performance of their concentrated portfolio. They also explain why they increased the weighting in American Woodmark and detail the investment case for top holding American Tower.
Hennessy Equity and Income Fund Portfolio Managers Mark DeVaul and Gary Cloud share their thoughts on the equity and bond markets, the impact of tax cuts, and their outlook for interest rates.
Portfolio Managers Mark DeVaul and Gary Cloud discuss the investment strategy of this 60% / 40% balanced fund. They discuss key selection criteria for both equity and fixed income securities.