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.
When looking at foreign countries that most commonly comprise foreign funds, Japan has performed well while continuing to offer compelling valuations.
In his mid-year outlook, Hennessy Funds’ CIO Ryan Kelley reflects on the past year and shares his thoughts for the future.
Daikin Industries is a global leader in heating and air conditioning products and systems. The company’s investments in the latest technology, partnership philosophy, and well-established blueprint for international expansion make Daikin a dominant company in this growing industry.
For investors looking to position their portfolio to counter rising inflation, midstream energy companies may offer a number of key advantages.
Portfolio Managers Dave Ellison and Ryan Kelley discuss the Financials sector during the pandemic, bank valuations and margins, merger and acquisition activity, and their outlook for the sector.
Portfolio Manager Masa Takeda provides an update on the pandemic in Japan and discusses companies that may benefit from the pandemic and the government’s carbon neutrality goal. He provides an update on valuations, returns on equity, and changes to holdings within the Fund.
Dave Ellison and Ryan Kelley, Portfolio Managers recently shared their insights on why they believe the Financial sector is poised to outperform and where they see opportunities.
In the following commentary, the Portfolio Managers of the Hennessy Cornerstone Growth Fund discuss the Fund’s formula-based investment strategy and how it drives the Fund’s sector and industry positioning.
In the following commentary, the Portfolio Managers of the Hennessy Cornerstone Large Growth Fund discuss the Fund’s quantitative investment process and how it drives the Fund’s sector and industry positioning.